Concorde Asset Management, LLC IVW Holdings History
Concorde Asset Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Concorde Asset Management, LLC held 40,449.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $3.73 Mil. This investment constitutes 2.01% of their stock portfolio, and Concorde Asset Management, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2014Q4. And since then Concorde Asset Management, LLC has made 18 purchases of IVW, at an average price of $33.48, for a total of 326,914.00 shares. In addition, there have been 8 sales at an average price of $29.24 for 286,465.00 shares. Based on historical transaction data and IVW's current price of $108.91, Concorde Asset Management, LLC's estimated gain on his IVW holdings is $1.84 Mil, reflecting a 16.78% gain to date.
Concorde Asset Management, LLC IVW ($108.91) Holding Chart
Concorde Asset Management, LLC IVW ($108.91) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
