TD PRIVATE CLIENT WEALTH LLC IVW Holdings History
TD PRIVATE CLIENT WEALTH LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, TD PRIVATE CLIENT WEALTH LLC held 257,609.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $23.91 Mil. This investment constitutes 0.66% of their stock portfolio, and TD PRIVATE CLIENT WEALTH LLC now holds 0.05% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q4. And since then TD PRIVATE CLIENT WEALTH LLC has made 5 purchases of IVW, at an average price of $51.33, for a total of 801,989.00 shares. In addition, there have been 12 sales at an average price of $69.94 for 544,380.00 shares. Based on historical transaction data and IVW's current price of $110.80, TD PRIVATE CLIENT WEALTH LLC's estimated gain on his IVW holdings is $25.45 Mil, reflecting a 61.83% gain to date.
TD PRIVATE CLIENT WEALTH LLC IVW ($110.80) Holding Chart
TD PRIVATE CLIENT WEALTH LLC 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 % | |||
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