Regis Management CO LLC IWV Holdings History
Regis Management CO LLC's iShares Russell 3000 ETF Holding Summary
As of 2024-06-30, Regis Management CO LLC held 35,325.00 shares of iShares Russell 3000 ETF(IWV), totaling $10.90 Mil. This investment constitutes 3.29% of their stock portfolio, and Regis Management CO LLC now holds -% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2013Q4. And since then Regis Management CO LLC has made 7 purchases of IWV, at an average price of $133.55, for a total of 71,867.00 shares. In addition, there have been 3 sales at an average price of $179.94 for 36,542.00 shares. Based on historical transaction data and IWV's current price of $347.53, Regis Management CO LLC's estimated gain on his IWV holdings is $9.25 Mil, reflecting a 96.42% gain to date.
Regis Management CO LLC IWV ($347.53) Holding Chart
Regis Management CO LLC IWV ($347.53) 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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