Homrich & Berg IVW Holdings History
Homrich & Berg's iShares S&P 500 Growth ETF Holding Summary
As of 2021-09-30, Homrich & Berg held 2.59 Mil shares of iShares S&P 500 Growth ETF(IVW), totaling $191.43 Mil. This investment constitutes 4.29% of their stock portfolio, and Homrich & Berg now holds 0.54% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2013Q4. And since then Homrich & Berg has made 8 purchases of IVW, at an average price of $23.67, for a total of 3.25 Mil shares. In addition, there have been 14 sales at an average price of $41.63 for 656,455.00 shares. Based on historical transaction data and IVW's current price of $112.32, Homrich & Berg's estimated gain on his IVW holdings is $241.39 Mil, reflecting a 314.10% gain to date.
Homrich & Berg IVW ($112.32) Holding Chart
Homrich & Berg IVW ($112.32) 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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