Geller Advisors LLC IWO Holdings History
Geller Advisors LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2024-12-31, Geller Advisors LLC held 59,334.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $17.08 Mil. This investment constitutes 1.12% of their stock portfolio, and Geller Advisors LLC now holds 0.14% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2022Q4. And since then Geller Advisors LLC has made 8 purchases of IWO, at an average price of $222.60, for a total of 59,334.00 shares. Based on historical transaction data and IWO's current price of $295.04, Geller Advisors LLC's estimated gain on his IWO holdings is $4.30 Mil, reflecting a 32.54% gain to date.
Geller Advisors LLC IWO ($295.04) Holding Chart
Geller Advisors LLC IWO ($295.04) 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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