Halpern Financial, Inc. IVW Holdings History
Halpern Financial, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 237,739.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $22.49 Mil. This investment constitutes 5.78% of their stock portfolio, and Halpern Financial, Inc. now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 4 purchases of IVW, at an average price of $47.72, for a total of 301,203.00 shares. In addition, there have been 11 sales at an average price of $72.67 for 63,464.00 shares. Based on historical transaction data and IVW's current price of $112.31, Halpern Financial, Inc.'s estimated gain on his IVW holdings is $16.94 Mil, reflecting a 117.85% gain to date.
Halpern Financial, Inc. IVW ($112.31) Holding Chart
Halpern Financial, Inc. 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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