High Falls Advisors, Inc IVW Holdings History
High Falls Advisors, Inc's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, High Falls Advisors, Inc held 289,135.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $26.84 Mil. This investment constitutes 6.3% of their stock portfolio, and High Falls Advisors, Inc now holds 0.05% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q3. And since then High Falls Advisors, Inc has made 7 purchases of IVW, at an average price of $75.11, for a total of 393,048.00 shares. In addition, there have been 4 sales at an average price of $64.88 for 103,913.00 shares. Based on historical transaction data and IVW's current price of $112.31, High Falls Advisors, Inc's estimated gain on his IVW holdings is $9.69 Mil, reflecting a 32.84% gain to date.
High Falls Advisors, Inc IVW ($112.31) Holding Chart
High Falls Advisors, 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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