Lebenthal Global Advisors, LLC IWF Holdings History
Lebenthal Global Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Lebenthal Global Advisors, LLC held 32,260.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $11.65 Mil. This investment constitutes 2.18% of their stock portfolio, and Lebenthal Global Advisors, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q1. And since then Lebenthal Global Advisors, LLC has made 4 purchases of IWF, at an average price of $329.11, for a total of 57,324.00 shares. In addition, there have been 3 sales at an average price of $254.51 for 25,064.00 shares. Based on historical transaction data and IWF's current price of $436.59, Lebenthal Global Advisors, LLC's estimated gain on his IWF holdings is $1.60 Mil, reflecting a 8.47% gain to date.
Lebenthal Global Advisors, LLC IWF ($436.59) Holding Chart
Lebenthal Global Advisors, LLC IWF ($436.59) 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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