TELEMUS CAPITAL, LLC IWM Holdings History
TELEMUS CAPITAL, LLC's iShares Russell 2000 ETF Holding Summary
As of 2023-12-31, TELEMUS CAPITAL, LLC held 105,397.00 shares of iShares Russell 2000 ETF(IWM), totaling $21.15 Mil. This investment constitutes 1.75% of their stock portfolio, and TELEMUS CAPITAL, LLC now holds 0.04% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q1. And since then TELEMUS CAPITAL, LLC has made 17 purchases of IWM, at an average price of $172.58, for a total of 360,860.00 shares. In addition, there have been 10 sales at an average price of $165.72 for 255,463.00 shares. Based on historical transaction data and IWM's current price of $223.08, TELEMUS CAPITAL, LLC's estimated gain on his IWM holdings is $3.57 Mil, reflecting a 5.74% gain to date.
TELEMUS CAPITAL, LLC IWM ($223.08) Holding Chart
TELEMUS CAPITAL, LLC IWM ($223.08) 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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