MPS Loria Financial Planners, LLC IWB Holdings History
MPS Loria Financial Planners, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, MPS Loria Financial Planners, LLC held 342,260.00 shares of iShares Russell 1000 ETF(IWB), totaling $104.98 Mil. This investment constitutes 31.14% of their stock portfolio, and MPS Loria Financial Planners, LLC now holds 0.28% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2018Q2. And since then MPS Loria Financial Planners, LLC has made 13 purchases of IWB, at an average price of $176.50, for a total of 440,133.00 shares. In addition, there have been 15 sales at an average price of $264.41 for 97,873.00 shares. Based on historical transaction data and IWB's current price of $348.52, MPS Loria Financial Planners, LLC's estimated gain on his IWB holdings is $67.48 Mil, reflecting a 86.87% gain to date.
MPS Loria Financial Planners, LLC IWB ($348.52) Holding Chart
MPS Loria Financial Planners, LLC IWB ($348.52) 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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