PENNINGTON PARTNERS & CO., LLC IWV Holdings History
PENNINGTON PARTNERS & CO., LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, PENNINGTON PARTNERS & CO., LLC held 102,281.00 shares of iShares Russell 3000 ETF(IWV), totaling $32.49 Mil. This investment constitutes 18.62% of their stock portfolio, and PENNINGTON PARTNERS & CO., LLC now holds 0.22% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $335.28 for 989.00 shares. Based on historical transaction data and IWV's current price of $357.61, PENNINGTON PARTNERS & CO., LLC's estimated gain on his IWV holdings is $2.12 Mil, reflecting a 6.10% gain to date.
PENNINGTON PARTNERS & CO., LLC IWV ($357.61) Holding Chart
PENNINGTON PARTNERS & CO., LLC IWV ($357.61) 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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