Siligmueller & Norvid Wealth Advisors LLC IYY Holdings History
Siligmueller & Norvid Wealth Advisors LLC's iShares Dow Jones U.S. ETF Holding Summary
As of 2025-03-31, Siligmueller & Norvid Wealth Advisors LLC held 91,228.00 shares of iShares Dow Jones U.S. ETF(IYY), totaling $12.42 Mil. This investment constitutes 5.25% of their stock portfolio, and Siligmueller & Norvid Wealth Advisors LLC now holds 0.56% of the outstanding iShares Dow Jones U.S. ETF(IYY) stock.
The initial trade took place in 2024Q4. And since then Siligmueller & Norvid Wealth Advisors LLC has made 1 purchases of IYY, at an average price of $143.92, for a total of 91,228.00 shares. Based on historical transaction data and IYY's current price of $153.28, Siligmueller & Norvid Wealth Advisors LLC's estimated gain on his IYY holdings is $854,332.18, reflecting a 6.51% gain to date.
Siligmueller & Norvid Wealth Advisors LLC IYY ($153.28) Holding Chart
Siligmueller & Norvid Wealth Advisors LLC IYY ($153.28) 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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