CIC Wealth, LLC IGM Holdings History
CIC Wealth, LLC's iShares Expanded Tech Sector ETF Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 103,759.00 shares of iShares Expanded Tech Sector ETF(IGM), totaling $9.95 Mil. This investment constitutes 2.57% of their stock portfolio, and CIC Wealth, LLC now holds 0.18% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.
The initial trade took place in 2022Q4. And since then CIC Wealth, LLC has made 2 purchases of IGM, at an average price of $48.45, for a total of 121,414.00 shares. In addition, there have been 5 sales at an average price of $65.45 for 17,655.00 shares. Based on historical transaction data and IGM's current price of $111.35, CIC Wealth, LLC's estimated gain on his IGM holdings is $6.83 Mil, reflecting a 116.06% gain to date.
CIC Wealth, LLC IGM ($111.35) Holding Chart
CIC Wealth, LLC IGM ($111.35) 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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