LGL PARTNERS, LLC IWV Holdings History
LGL PARTNERS, LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, LGL PARTNERS, LLC held - shares of iShares Russell 3000 ETF(IWV), totaling N/A. This investment constitutes 0% of their stock portfolio, and LGL PARTNERS, LLC now holds 0% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2021Q4. And since then LGL PARTNERS, LLC has made 9 purchases of IWV, at an average price of $269.58, for a total of 304,506.00 shares. In addition, there have been 4 sales at an average price of $289.86 for 304,506.00 shares. Based on historical transaction data and IWV's current price of $352.72, LGL PARTNERS, LLC's estimated gain on his IWV holdings is $6.17 Mil, reflecting a 7.52% gain to date.
LGL PARTNERS, LLC IWV ($352.72) Holding Chart
LGL PARTNERS, LLC IWV ($352.72) 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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