Sigma Planning Corp IVW Holdings History
Sigma Planning Corp's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Sigma Planning Corp held 416,632.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $38.68 Mil. This investment constitutes 1.23% of their stock portfolio, and Sigma Planning Corp now holds 0.08% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2014Q4. And since then Sigma Planning Corp has made 16 purchases of IVW, at an average price of $47.66, for a total of 1.78 Mil shares. In addition, there have been 14 sales at an average price of $60.50 for 1.36 Mil shares. Based on historical transaction data and IVW's current price of $110.80, Sigma Planning Corp's estimated gain on his IVW holdings is $43.83 Mil, reflecting a 51.63% gain to date.
Sigma Planning Corp IVW ($110.80) Holding Chart
Sigma Planning Corp IVW ($110.80) 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
