Private Wealth Advisors, Inc. IVW Holdings History
Private Wealth Advisors, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2020-12-31, Private Wealth Advisors, Inc. held 70,838.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $4.52 Mil. This investment constitutes 2.58% of their stock portfolio, and Private Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2013Q4. And since then Private Wealth Advisors, Inc. has made 9 purchases of IVW, at an average price of $30.00, for a total of 140,642.00 shares. In addition, there have been 11 sales at an average price of $28.85 for 69,804.00 shares. Based on historical transaction data and IVW's current price of $111.11, Private Wealth Advisors, Inc.'s estimated gain on his IVW holdings is $5.66 Mil, reflecting a 134.25% gain to date.
Private Wealth Advisors, Inc. IVW ($111.11) Holding Chart
Private Wealth Advisors, Inc. IVW ($111.11) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
