Centerpoint Advisors, LLC IVW Holdings History
Centerpoint Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Centerpoint Advisors, LLC held 124,203.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $11.53 Mil. This investment constitutes 4.26% of their stock portfolio, and Centerpoint Advisors, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then Centerpoint Advisors, LLC has made 6 purchases of IVW, at an average price of $39.69, for a total of 426,412.00 shares. In addition, there have been 21 sales at an average price of $49.05 for 302,209.00 shares. Based on historical transaction data and IVW's current price of $113.29, Centerpoint Advisors, LLC's estimated gain on his IVW holdings is $11.97 Mil, reflecting a 70.74% gain to date.
Centerpoint Advisors, LLC IVW ($113.29) Holding Chart
Centerpoint Advisors, LLC IVW ($113.29) 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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