Moloney Securities Asset Management, LLC IVW Holdings History
Moloney Securities Asset Management, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Moloney Securities Asset Management, LLC held 35,182.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $3.27 Mil. This investment constitutes 0.44% of their stock portfolio, and Moloney Securities Asset Management, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then Moloney Securities Asset Management, LLC has made 9 purchases of IVW, at an average price of $79.17, for a total of 126,471.00 shares. In addition, there have been 8 sales at an average price of $86.40 for 91,289.00 shares. Based on historical transaction data and IVW's current price of $111.98, Moloney Securities Asset Management, LLC's estimated gain on his IVW holdings is $1.81 Mil, reflecting a 18.11% gain to date.
Moloney Securities Asset Management, LLC IVW ($111.98) Holding Chart
Moloney Securities Asset Management, LLC IVW ($111.98) 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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