MPS Loria Financial Planners, LLC IWV Holdings History
MPS Loria Financial Planners, LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, MPS Loria Financial Planners, LLC held 14,004.00 shares of iShares Russell 3000 ETF(IWV), totaling $4.45 Mil. This investment constitutes 1.32% of their stock portfolio, and MPS Loria Financial Planners, LLC now holds 0.03% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2018Q2. And since then MPS Loria Financial Planners, LLC has made 8 purchases of IWV, at an average price of $165.07, for a total of 32,189.00 shares. In addition, there have been 20 sales at an average price of $231.43 for 18,185.00 shares. Based on historical transaction data and IWV's current price of $357.17, MPS Loria Financial Planners, LLC's estimated gain on his IWV holdings is $3.90 Mil, reflecting a 73.34% gain to date.
MPS Loria Financial Planners, LLC IWV ($357.17) Holding Chart
MPS Loria Financial Planners, 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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