Geller Advisors LLC IWD Holdings History
Geller Advisors LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2024-12-31, Geller Advisors LLC held 367,037.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $67.95 Mil. This investment constitutes 4.46% of their stock portfolio, and Geller Advisors LLC now holds 0.11% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2022Q2. And since then Geller Advisors LLC has made 5 purchases of IWD, at an average price of $155.80, for a total of 602,045.00 shares. In addition, there have been 6 sales at an average price of $158.78 for 235,008.00 shares. Based on historical transaction data and IWD's current price of $198.77, Geller Advisors LLC's estimated gain on his IWD holdings is $16.47 Mil, reflecting a 17.56% gain to date.
Geller Advisors LLC IWD ($198.77) Holding Chart
Geller Advisors LLC IWD ($198.77) 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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