ELEMENT POINTE ADVISORS, LLC IVW Holdings History
ELEMENT POINTE ADVISORS, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, ELEMENT POINTE ADVISORS, LLC held 85,692.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $7.95 Mil. This investment constitutes 1.93% of their stock portfolio, and ELEMENT POINTE ADVISORS, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q4. And since then ELEMENT POINTE ADVISORS, LLC has made 3 purchases of IVW, at an average price of $43.81, for a total of 114,160.00 shares. In addition, there have been 2 sales at an average price of $69.89 for 28,468.00 shares. Based on historical transaction data and IVW's current price of $112.31, ELEMENT POINTE ADVISORS, LLC's estimated gain on his IVW holdings is $6.61 Mil, reflecting a 132.22% gain to date.
ELEMENT POINTE ADVISORS, LLC IVW ($112.31) Holding Chart
ELEMENT POINTE 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
