Bluesphere Advisors, LLC IWY Holdings History
Bluesphere Advisors, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Bluesphere Advisors, LLC held 47,820.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $10.09 Mil. This investment constitutes 5.77% of their stock portfolio, and Bluesphere Advisors, LLC now holds 0.09% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2024Q3. And since then Bluesphere Advisors, LLC has made 1 purchases of IWY, at an average price of $212.79, for a total of 51,119.00 shares. In addition, there have been 2 sales at an average price of $229.85 for 3,299.00 shares. Based on historical transaction data and IWY's current price of $246.35, Bluesphere Advisors, LLC's estimated gain on his IWY holdings is $1.66 Mil, reflecting a 15.27% gain to date.
Bluesphere Advisors, LLC IWY ($246.35) Holding Chart
Bluesphere Advisors, LLC IWY ($246.35) 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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