Number of Shares
1.90 Mil
Current Holdings Value*
$172.09 Mil
% of Portfolio
4.53%
Total Estimate Gain
$112.81 Mil
% of Total Estimate Gain
76.33%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's iShares Expanded Tech Sector ETF Holding Summary

As of 2025-03-31, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 1.90 Mil shares of iShares Expanded Tech Sector ETF(IGM), totaling $172.09 Mil. This investment constitutes 4.53% of their stock portfolio, and SIGNATURE ESTATE & INVESTMENT ADVISORS LLC now holds 3.26% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.

The initial trade took place in 2018Q2. And since then SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has made 16 purchases of IGM, at an average price of $53.33, for a total of 2.77 Mil shares. In addition, there have been 12 sales at an average price of $49.73 for 873,129.00 shares. Based on historical transaction data and IGM's current price of $114.42, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's estimated gain on his IGM holdings is $112.81 Mil, reflecting a 76.33% gain to date.

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC IGM ($114.42) Holding Chart

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC IGM ($114.42) 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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