Northstar Advisory Group, LLC IGM Holdings History
Number of Shares
50,918.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
2.79%
Total Estimate Gain
$866,115.18
% of Total Estimate Gain
17.34%
Northstar Advisory Group, LLC's iShares Expanded Tech Sector ETF Holding Summary
As of 2025-06-30, Northstar Advisory Group, LLC held 50,918.00 shares of iShares Expanded Tech Sector ETF(IGM), totaling $5.72 Mil. This investment constitutes 2.79% of their stock portfolio, and Northstar Advisory Group, LLC now holds 0.09% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.
The initial trade took place in 2025Q2. And since then Northstar Advisory Group, LLC has made 1 purchases of IGM, at an average price of $98.10, for a total of 50,918.00 shares. Based on historical transaction data and IGM's current price of $115.11, Northstar Advisory Group, LLC's estimated gain on his IGM holdings is $866,115.18, reflecting a 17.34% gain to date.
Northstar Advisory Group, LLC IGM ($115.11) Holding Chart
Northstar Advisory Group, LLC IGM ($115.11) 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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