ML & R WEALTH MANAGEMENT LLC IWB Holdings History
ML & R WEALTH MANAGEMENT LLC's iShares Russell 1000 ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 45,930.00 shares of iShares Russell 1000 ETF(IWB), totaling $13.23 Mil. This investment constitutes 3.04% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2021Q4. And since then ML & R WEALTH MANAGEMENT LLC has made 2 purchases of IWB, at an average price of $256.87, for a total of 46,276.00 shares. In addition, there have been 3 sales at an average price of $259.54 for 346.00 shares. Based on historical transaction data and IWB's current price of $337.47, ML & R WEALTH MANAGEMENT LLC's estimated gain on his IWB holdings is $3.70 Mil, reflecting a 31.15% gain to date.
ML & R WEALTH MANAGEMENT LLC IWB ($337.47) Holding Chart
ML & R WEALTH MANAGEMENT LLC IWB ($337.47) 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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