FinTrust Capital Advisors, LLC IWB Holdings History
FinTrust Capital Advisors, LLC's iShares Russell 1000 ETF Holding Summary
As of 2024-09-30, FinTrust Capital Advisors, LLC held 35,401.00 shares of iShares Russell 1000 ETF(IWB), totaling $11.13 Mil. This investment constitutes 1.89% of their stock portfolio, and FinTrust Capital Advisors, LLC now holds 0.03% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2018Q4. And since then FinTrust Capital Advisors, LLC has made 9 purchases of IWB, at an average price of $244.32, for a total of 38,444.00 shares. In addition, there have been 2 sales at an average price of $158.90 for 3,043.00 shares. Based on historical transaction data and IWB's current price of $348.55, FinTrust Capital Advisors, LLC's estimated gain on his IWB holdings is $3.43 Mil, reflecting a 36.52% gain to date.
FinTrust Capital Advisors, LLC IWB ($348.55) Holding Chart
FinTrust Capital Advisors, LLC IWB ($348.55) 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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