Gallagher Capital Advisors, LLC IVW Holdings History
Gallagher Capital Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Gallagher Capital Advisors, LLC held 171,514.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $15.92 Mil. This investment constitutes 12.13% of their stock portfolio, and Gallagher Capital Advisors, LLC now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $100.81 for 2,450.00 shares. Based on historical transaction data and IVW's current price of $111.98, Gallagher Capital Advisors, LLC's estimated gain on his IVW holdings is $2.08 Mil, reflecting a 11.99% gain to date.
Gallagher Capital Advisors, LLC IVW ($111.98) Holding Chart
Gallagher Capital Advisors, LLC IVW ($111.98) 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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