Prospera Financial Services Inc IWD Holdings History
Prospera Financial Services Inc's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Prospera Financial Services Inc held 178,673.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $33.62 Mil. This investment constitutes 0.77% of their stock portfolio, and Prospera Financial Services Inc now holds 0.05% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2013Q2. And since then Prospera Financial Services Inc has made 22 purchases of IWD, at an average price of $170.76, for a total of 239,943.00 shares. In addition, there have been 16 sales at an average price of $145.88 for 61,270.00 shares. Based on historical transaction data and IWD's current price of $197.41, Prospera Financial Services Inc's estimated gain on his IWD holdings is $3.24 Mil, reflecting a 7.90% gain to date.
Prospera Financial Services Inc IWD ($197.41) Holding Chart
Prospera Financial Services Inc IWD ($197.41) 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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