TELEMUS CAPITAL, LLC IWB Holdings History
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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