Strategic Wealth Partners, Ltd. IGV Holdings History
Strategic Wealth Partners, Ltd.'s iShares Expanded Tech-Software Sector ETF Holding Summary
As of 2024-12-31, Strategic Wealth Partners, Ltd. held 100,040.00 shares of iShares Expanded Tech-Software Sector ETF(IGV), totaling $10.67 Mil. This investment constitutes 0.88% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0.09% of the outstanding iShares Expanded Tech-Software Sector ETF(IGV) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 1 purchases of IGV, at an average price of $98.54, for a total of 101,225.00 shares. In addition, there have been 1 sales at an average price of $44.38 for 1,185.00 shares. Based on historical transaction data and IGV's current price of $111.01, Strategic Wealth Partners, Ltd.'s estimated gain on his IGV holdings is $1.18 Mil, reflecting a 11.86% gain to date.
Strategic Wealth Partners, Ltd. IGV ($111.01) Holding Chart
Strategic Wealth Partners, Ltd. IGV ($111.01) 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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