Number of Shares
175,092.00
Current Holdings Value*
$13.15 Mil
% of Portfolio
4.89%
Total Estimate Gain
$29.42 Mil
% of Total Estimate Gain
162.11%

EisnerAmper Wealth Management Corporate Benefits, LLC's iShares S&P 500 Growth ETF Holding Summary

As of 2023-12-31, EisnerAmper Wealth Management Corporate Benefits, held 175,092.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $13.15 Mil. This investment constitutes 4.89% of their stock portfolio, and EisnerAmper Wealth Management Corporate Benefits, now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2014Q4. And since then EisnerAmper Wealth Management Corporate Benefits, LLC has made 10 purchases of IVW, at an average price of $27.65, for a total of 656,315.00 shares. In addition, there have been 17 sales at an average price of $57.75 for 481,223.00 shares. Based on historical transaction data and IVW's current price of $112.95, EisnerAmper Wealth Management Corporate Benefits, LLC's estimated gain on his IVW holdings is $29.42 Mil, reflecting a 162.11% gain to date.

EisnerAmper Wealth Management Corporate Benefits, LLC IVW ($112.95) Holding Chart

EisnerAmper Wealth Management Corporate Benefits, LLC IVW ($112.95) 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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