Intergy Private Wealth, LLC IWD Holdings History
Intergy Private Wealth, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Intergy Private Wealth, LLC held - shares of iShares Russell 1000 Value ETF(IWD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2024Q4. And since then Intergy Private Wealth, LLC has made 1 purchases of IWD, at an average price of $191.86, for a total of 4,966.00 shares. In addition, there have been 1 sales at an average price of $190.45 for 4,966.00 shares. Based on historical transaction data and IWD's current price of $195.88, Intergy Private Wealth, LLC's estimated gain on his IWD holdings is $-7,002.06, reflecting a -0.73% gain to date.
Intergy Private Wealth, LLC IWD ($195.88) Holding Chart
Intergy Private Wealth, 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
