Embree Financial Group IWV Holdings History
Embree Financial Group's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, Embree Financial Group held 72,416.00 shares of iShares Russell 3000 ETF(IWV), totaling $23.00 Mil. This investment constitutes 3.85% of their stock portfolio, and Embree Financial Group now holds 0.16% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2023Q4. And since then Embree Financial Group has made 1 purchases of IWV, at an average price of $255.16, for a total of 78,189.00 shares. In addition, there have been 4 sales at an average price of $301.70 for 5,773.00 shares. Based on historical transaction data and IWV's current price of $353.96, Embree Financial Group's estimated gain on his IWV holdings is $7.42 Mil, reflecting a 37.21% gain to date.
Embree Financial Group IWV ($353.96) Holding Chart
Embree Financial Group IWV ($353.96) 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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