Householder Group Estate & Retirement Specialist, LLC IVW Holdings History
Householder Group Estate & Retirement Specialist, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2024-12-31, Householder Group Estate & Retirement Specialist, LLC held 190.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $20,000.00. This investment constitutes 0.01% of their stock portfolio, and Householder Group Estate & Retirement Specialist, LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q1. And since then Householder Group Estate & Retirement Specialist, LLC has made 8 purchases of IVW, at an average price of $68.68, for a total of 79,112.00 shares. In addition, there have been 4 sales at an average price of $82.99 for 78,922.00 shares. Based on historical transaction data and IVW's current price of $112.90, Householder Group Estate & Retirement Specialist, LLC's estimated gain on his IVW holdings is $1.14 Mil, reflecting a 20.94% gain to date.
Householder Group Estate & Retirement Specialist, LLC IVW ($112.90) Holding Chart
Householder Group Estate & Retirement Specialist, LLC IVW ($112.90) 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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