Geller Advisors LLC IWV Holdings History
Geller Advisors LLC's iShares Russell 3000 ETF Holding Summary
As of 2024-12-31, Geller Advisors LLC held 6,580.00 shares of iShares Russell 3000 ETF(IWV), totaling $2.20 Mil. This investment constitutes 0.14% of their stock portfolio, and Geller Advisors LLC now holds 0.01% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2020Q1. And since then Geller Advisors LLC has made 2 purchases of IWV, at an average price of $180.03, for a total of 385,239.00 shares. In addition, there have been 11 sales at an average price of $234.95 for 378,659.00 shares. Based on historical transaction data and IWV's current price of $360.39, Geller Advisors LLC's estimated gain on his IWV holdings is $21.98 Mil, reflecting a 31.70% gain to date.
Geller Advisors LLC IWV ($360.39) Holding Chart
Geller Advisors LLC IWV ($360.39) 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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