Sand Hill Global Advisors, LLC IWM Holdings History
Sand Hill Global Advisors, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Sand Hill Global Advisors, LLC held 643,941.00 shares of iShares Russell 2000 ETF(IWM), totaling $128.46 Mil. This investment constitutes 5.29% of their stock portfolio, and Sand Hill Global Advisors, LLC now holds 0.21% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2015Q3. And since then Sand Hill Global Advisors, LLC has made 22 purchases of IWM, at an average price of $158.44, for a total of 1.14 Mil shares. In addition, there have been 8 sales at an average price of $140.98 for 494,912.00 shares. Based on historical transaction data and IWM's current price of $222.33, Sand Hill Global Advisors, LLC's estimated gain on his IWM holdings is $32.50 Mil, reflecting a 18.01% gain to date.
Sand Hill Global Advisors, LLC IWM ($222.33) Holding Chart
Sand Hill Global Advisors, LLC IWM ($222.33) 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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