Guidance Point Advisors, LLC IVW Holdings History
Guidance Point Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Guidance Point Advisors, LLC held 198,665.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $18.44 Mil. This investment constitutes 5.25% of their stock portfolio, and Guidance Point Advisors, LLC now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q4. And since then Guidance Point Advisors, LLC has made 17 purchases of IVW, at an average price of $44.20, for a total of 255,473.00 shares. In addition, there have been 8 sales at an average price of $51.14 for 56,808.00 shares. Based on historical transaction data and IVW's current price of $112.31, Guidance Point Advisors, LLC's estimated gain on his IVW holdings is $13.92 Mil, reflecting a 123.30% gain to date.
Guidance Point Advisors, LLC IVW ($112.31) Holding Chart
Guidance Point Advisors, LLC IVW ($112.31) 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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