Parcion Private Wealth LLC IBTM Holdings History
Parcion Private Wealth LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Parcion Private Wealth LLC held 937,088.00 shares of ISHARES TRUST(IBTM), totaling $21.45 Mil. This investment constitutes 1.75% of their stock portfolio, and Parcion Private Wealth LLC now holds 6.74% of the outstanding ISHARES TRUST(IBTM) stock.
The initial trade took place in 2025Q1. And since then Parcion Private Wealth LLC has made 1 purchases of IBTM, at an average price of $22.45, for a total of 937,088.00 shares. Based on historical transaction data and IBTM's current price of $22.83, Parcion Private Wealth LLC's estimated gain on his IBTM holdings is $356,093.44, reflecting a 1.69% gain to date.
Parcion Private Wealth LLC IBTM ($22.83) Holding Chart
Parcion Private Wealth LLC IBTM ($22.83) 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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