Strategic Wealth Partners Group, LLC IVW Holdings History
Strategic Wealth Partners Group, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2024-03-31, Strategic Wealth Partners Group, LLC held 508,118.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $42.91 Mil. This investment constitutes 4.73% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners Group, LLC has made 16 purchases of IVW, at an average price of $53.05, for a total of 565,437.00 shares. In addition, there have been 6 sales at an average price of $61.09 for 57,319.00 shares. Based on historical transaction data and IVW's current price of $113.06, Strategic Wealth Partners Group, LLC's estimated gain on his IVW holdings is $30.95 Mil, reflecting a 103.18% gain to date.
Strategic Wealth Partners Group, LLC IVW ($113.06) Holding Chart
Strategic Wealth Partners Group, LLC IVW ($113.06) 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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