GM Advisory Group, LLC IWV Holdings History
GM Advisory Group, LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, GM Advisory Group, LLC held 180,763.00 shares of iShares Russell 3000 ETF(IWV), totaling $57.42 Mil. This investment constitutes 3.1% of their stock portfolio, and GM Advisory Group, LLC now holds 0.39% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2014Q2. And since then GM Advisory Group, LLC has made 24 purchases of IWV, at an average price of $167.36, for a total of 439,464.00 shares. In addition, there have been 12 sales at an average price of $168.57 for 258,701.00 shares. Based on historical transaction data and IWV's current price of $357.07, GM Advisory Group, LLC's estimated gain on his IWV holdings is $34.61 Mil, reflecting a 47.05% gain to date.
GM Advisory Group, LLC IWV ($357.07) Holding Chart
GM Advisory Group, LLC IWV ($357.07) 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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