Integer Wealth Advisors Group LLC IWV Holdings History
Integer Wealth Advisors Group LLC's iShares Russell 3000 ETF Holding Summary
As of 2021-03-31, Integer Wealth Advisors Group LLC held 37,036.00 shares of iShares Russell 3000 ETF(IWV), totaling $9.11 Mil. This investment constitutes 5.02% of their stock portfolio, and Integer Wealth Advisors Group LLC now holds 0.08% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2019Q4. And since then Integer Wealth Advisors Group LLC has made 3 purchases of IWV, at an average price of $180.82, for a total of 46,235.00 shares. In addition, there have been 2 sales at an average price of $227.71 for 9,199.00 shares. Based on historical transaction data and IWV's current price of $357.07, Integer Wealth Advisors Group LLC's estimated gain on his IWV holdings is $6.96 Mil, reflecting a 83.24% gain to date.
Integer Wealth Advisors Group LLC IWV ($357.07) Holding Chart
Integer Wealth Advisors Group LLC IWV ($357.07) 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
