TELEMUS CAPITAL, LLC IWB Holdings History

Number of Shares
170,275.00
Current Holdings Value*
$44.66 Mil
% of Portfolio
3.7%
Total Estimate Gain
$49.42 Mil
% of Total Estimate Gain
34.72%

TELEMUS CAPITAL, LLC's iShares Russell 1000 ETF Holding Summary

As of 2023-12-31, TELEMUS CAPITAL, LLC held 170,275.00 shares of iShares Russell 1000 ETF(IWB), totaling $44.66 Mil. This investment constitutes 3.7% of their stock portfolio, and TELEMUS CAPITAL, LLC now holds 0.13% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2014Q1. And since then TELEMUS CAPITAL, LLC has made 8 purchases of IWB, at an average price of $136.03, for a total of 1.05 Mil shares. In addition, there have been 24 sales at an average price of $151.79 for 876,079.00 shares. Based on historical transaction data and IWB's current price of $345.18, TELEMUS CAPITAL, LLC's estimated gain on his IWB holdings is $49.42 Mil, reflecting a 34.72% gain to date.

TELEMUS CAPITAL, LLC IWB ($345.18) Holding Chart

TELEMUS CAPITAL, LLC IWB ($345.18) 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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