NewEdge Advisors, LLC IVW Holdings History
NewEdge Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, NewEdge Advisors, LLC held 2.01 Mil shares of iShares S&P 500 Growth ETF(IVW), totaling $186.30 Mil. This investment constitutes 1.11% of their stock portfolio, and NewEdge Advisors, LLC now holds 0.37% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then NewEdge Advisors, LLC has made 17 purchases of IVW, at an average price of $82.34, for a total of 2.23 Mil shares. In addition, there have been 11 sales at an average price of $57.11 for 227,917.00 shares. Based on historical transaction data and IVW's current price of $111.98, NewEdge Advisors, LLC's estimated gain on his IVW holdings is $53.72 Mil, reflecting a 29.19% gain to date.
NewEdge Advisors, LLC IVW ($111.98) Holding Chart
NewEdge Advisors, 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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