Covalent Partners LLC IWM Holdings History
Covalent Partners LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Covalent Partners LLC held 20,000.00 shares of iShares Russell 2000 ETF(IWM), totaling $3.99 Mil. This investment constitutes 24.12% of their stock portfolio, and Covalent Partners LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q2. And since then Covalent Partners LLC has made 4 purchases of IWM, at an average price of $143.32, for a total of 41,375.00 shares. In addition, there have been 4 sales at an average price of $149.34 for 41,375.00 shares. Based on historical transaction data and IWM's current price of $211.97, Covalent Partners LLC's estimated gain on his IWM holdings is $248,933.75, reflecting a 4.20% gain to date.
Covalent Partners LLC IWM ($211.97) Holding Chart
Covalent Partners LLC IWM ($211.97) 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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