DE BURLO GROUP INC IWM Holdings History
DE BURLO GROUP INC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, DE BURLO GROUP INC held 60,300.00 shares of iShares Russell 2000 ETF(IWM), totaling $12.03 Mil. This investment constitutes 1.78% of their stock portfolio, and DE BURLO GROUP INC now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2023Q2. And since then DE BURLO GROUP INC has made 4 purchases of IWM, at an average price of $188.89, for a total of 220,100.00 shares. In addition, there have been 2 sales at an average price of $214.18 for 159,800.00 shares. Based on historical transaction data and IWM's current price of $223.92, DE BURLO GROUP INC's estimated gain on his IWM holdings is $6.15 Mil, reflecting a 14.80% gain to date.
DE BURLO GROUP INC IWM ($223.92) Holding Chart
DE BURLO GROUP INC IWM ($223.92) 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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