DUMONT & BLAKE INVESTMENT ADVISORS LLC IVW Holdings History
DUMONT & BLAKE INVESTMENT ADVISORS LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, DUMONT & BLAKE INVESTMENT ADVISORS LLC held 55,024.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $5.11 Mil. This investment constitutes 1.5% of their stock portfolio, and DUMONT & BLAKE INVESTMENT ADVISORS LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2013Q4. And since then DUMONT & BLAKE INVESTMENT ADVISORS LLC has made 22 purchases of IVW, at an average price of $50.73, for a total of 150,941.00 shares. In addition, there have been 15 sales at an average price of $78.71 for 95,917.00 shares. Based on historical transaction data and IVW's current price of $112.31, DUMONT & BLAKE INVESTMENT ADVISORS LLC's estimated gain on his IVW holdings is $6.07 Mil, reflecting a 79.31% gain to date.
DUMONT & BLAKE INVESTMENT ADVISORS LLC IVW ($112.31) Holding Chart
DUMONT & BLAKE INVESTMENT ADVISORS LLC IVW ($112.31) 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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