Beirne Wealth Consulting Services, LLC IWD Holdings History
Beirne Wealth Consulting Services, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Beirne Wealth Consulting Services, LLC held 177,141.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $33.34 Mil. This investment constitutes 11.87% of their stock portfolio, and Beirne Wealth Consulting Services, LLC now holds 0.05% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2019Q1. And since then Beirne Wealth Consulting Services, LLC has made 16 purchases of IWD, at an average price of $148.41, for a total of 651,193.00 shares. In addition, there have been 8 sales at an average price of $149.39 for 474,052.00 shares. Based on historical transaction data and IWD's current price of $196.30, Beirne Wealth Consulting Services, LLC's estimated gain on his IWD holdings is $8.95 Mil, reflecting a 9.26% gain to date.
Beirne Wealth Consulting Services, LLC IWD ($196.30) Holding Chart
Beirne Wealth Consulting Services, LLC IWD ($196.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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