TPB WEALTH ADVISORS IWB Holdings History
TPB WEALTH ADVISORS's iShares Russell 1000 ETF Holding Summary
As of 2023-03-31, TPB WEALTH ADVISORS held 69,327.00 shares of iShares Russell 1000 ETF(IWB), totaling $15.62 Mil. This investment constitutes 8.51% of their stock portfolio, and TPB WEALTH ADVISORS now holds 0.05% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2022Q4. And since then TPB WEALTH ADVISORS has made 1 purchases of IWB, at an average price of $210.98, for a total of 92,639.00 shares. In addition, there have been 1 sales at an average price of $219.34 for 23,312.00 shares. Based on historical transaction data and IWB's current price of $345.22, TPB WEALTH ADVISORS's estimated gain on his IWB holdings is $9.50 Mil, reflecting a 48.61% gain to date.
TPB WEALTH ADVISORS IWB ($345.22) Holding Chart
TPB WEALTH ADVISORS IWB ($345.22) 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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