Berman Capital Advisors, LLC IWF Holdings History
Berman Capital Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2021-09-30, Berman Capital Advisors, LLC held 89,128.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $24.42 Mil. This investment constitutes 3.84% of their stock portfolio, and Berman Capital Advisors, LLC now holds 0.04% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then Berman Capital Advisors, LLC has made 3 purchases of IWF, at an average price of $142.11, for a total of 168,212.00 shares. In addition, there have been 10 sales at an average price of $158.36 for 79,084.00 shares. Based on historical transaction data and IWF's current price of $434.26, Berman Capital Advisors, LLC's estimated gain on his IWF holdings is $27.32 Mil, reflecting a 114.31% gain to date.
Berman Capital Advisors, LLC IWF ($434.26) Holding Chart
Berman Capital Advisors, LLC IWF ($434.26) 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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