TELEMUS CAPITAL, LLC IWD Holdings History
TELEMUS CAPITAL, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2023-12-31, TELEMUS CAPITAL, LLC held 192,985.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $31.89 Mil. This investment constitutes 2.65% of their stock portfolio, and TELEMUS CAPITAL, LLC now holds 0.06% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2014Q1. And since then TELEMUS CAPITAL, LLC has made 21 purchases of IWD, at an average price of $124.42, for a total of 312,023.00 shares. In addition, there have been 11 sales at an average price of $126.24 for 119,038.00 shares. Based on historical transaction data and IWD's current price of $197.41, TELEMUS CAPITAL, LLC's estimated gain on his IWD holdings is $14.30 Mil, reflecting a 36.85% gain to date.
TELEMUS CAPITAL, LLC IWD ($197.41) Holding Chart
TELEMUS CAPITAL, LLC IWD ($197.41) 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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