Geller Advisors LLC IWM Holdings History
Geller Advisors LLC's iShares Russell 2000 ETF Holding Summary
As of 2024-12-31, Geller Advisors LLC held 216,800.00 shares of iShares Russell 2000 ETF(IWM), totaling $47.90 Mil. This investment constitutes 3.15% of their stock portfolio, and Geller Advisors LLC now holds 0.07% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2013Q4. And since then Geller Advisors LLC has made 18 purchases of IWM, at an average price of $175.77, for a total of 335,523.00 shares. In addition, there have been 13 sales at an average price of $157.12 for 118,723.00 shares. Based on historical transaction data and IWM's current price of $225.93, Geller Advisors LLC's estimated gain on his IWM holdings is $8.66 Mil, reflecting a 14.69% gain to date.
Geller Advisors LLC IWM ($225.93) Holding Chart
Geller Advisors LLC IWM ($225.93) 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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