Number of Shares
114,896.00
Current Holdings Value*
$10.67 Mil
% of Portfolio
1.58%
Total Estimate Gain
$2.59 Mil
% of Total Estimate Gain
23.67%

PATTON ALBERTSON MILLER GROUP, LLC's iShares S&P 500 Growth ETF Holding Summary

As of 2025-03-31, PATTON ALBERTSON MILLER GROUP, LLC held 114,896.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $10.67 Mil. This investment constitutes 1.58% of their stock portfolio, and PATTON ALBERTSON MILLER GROUP, LLC now holds 0.02% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2014Q3. And since then PATTON ALBERTSON MILLER GROUP, LLC has made 15 purchases of IVW, at an average price of $77.76, for a total of 140,683.00 shares. In addition, there have been 11 sales at an average price of $33.83 for 25,787.00 shares. Based on historical transaction data and IVW's current price of $110.15, PATTON ALBERTSON MILLER GROUP, LLC's estimated gain on his IVW holdings is $2.59 Mil, reflecting a 23.67% gain to date.

PATTON ALBERTSON MILLER GROUP, LLC IVW ($110.15) Holding Chart

PATTON ALBERTSON MILLER GROUP, LLC IVW ($110.15) 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 %

Top Ranked Articles

  • 1