Keel Point, LLC IWB Holdings History

Number of Shares
124,725.00
Current Holdings Value*
$38.26 Mil
% of Portfolio
2.97%
Total Estimate Gain
$45.71 Mil
% of Total Estimate Gain
47.09%

Keel Point, LLC's iShares Russell 1000 ETF Holding Summary

As of 2025-03-31, Keel Point, LLC held 124,725.00 shares of iShares Russell 1000 ETF(IWB), totaling $38.26 Mil. This investment constitutes 2.97% of their stock portfolio, and Keel Point, LLC now holds 0.1% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2018Q2. And since then Keel Point, LLC has made 12 purchases of IWB, at an average price of $161.05, for a total of 602,827.00 shares. In addition, there have been 15 sales at an average price of $208.50 for 478,102.00 shares. Based on historical transaction data and IWB's current price of $345.66, Keel Point, LLC's estimated gain on his IWB holdings is $45.71 Mil, reflecting a 47.09% gain to date.

Keel Point, LLC IWB ($345.66) Holding Chart

Keel Point, LLC IWB ($345.66) 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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