Integer Wealth Advisors Group LLC IWD Holdings History
Integer Wealth Advisors Group LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2021-03-31, Integer Wealth Advisors Group LLC held 43,359.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $6.71 Mil. This investment constitutes 3.7% of their stock portfolio, and Integer Wealth Advisors Group LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2019Q4. And since then Integer Wealth Advisors Group LLC has made 4 purchases of IWD, at an average price of $129.47, for a total of 56,790.00 shares. In addition, there have been 1 sales at an average price of $144.13 for 13,431.00 shares. Based on historical transaction data and IWD's current price of $195.88, Integer Wealth Advisors Group LLC's estimated gain on his IWD holdings is $3.08 Mil, reflecting a 41.85% gain to date.
Integer Wealth Advisors Group LLC IWD ($195.88) Holding Chart
Integer Wealth Advisors Group LLC IWD ($195.88) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
