Levy Wealth Management Group, LLC IWV Holdings History
Levy Wealth Management Group, LLC's iShares Russell 3000 ETF Holding Summary
As of 2024-06-30, Levy Wealth Management Group, LLC held 18,402.00 shares of iShares Russell 3000 ETF(IWV), totaling $5.68 Mil. This investment constitutes 1.45% of their stock portfolio, and Levy Wealth Management Group, LLC now holds -% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2020Q4. And since then Levy Wealth Management Group, LLC has made 6 purchases of IWV, at an average price of $211.17, for a total of 19,023.00 shares. In addition, there have been 7 sales at an average price of $243.71 for 621.00 shares. Based on historical transaction data and IWV's current price of $357.17, Levy Wealth Management Group, LLC's estimated gain on his IWV holdings is $2.71 Mil, reflecting a 67.39% gain to date.
Levy Wealth Management Group, LLC IWV ($357.17) Holding Chart
Levy Wealth Management Group, LLC IWV ($357.17) 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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