TSA Wealth Managment LLC IVW Holdings History
TSA Wealth Managment LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, TSA Wealth Managment LLC held 149,343.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $13.86 Mil. This investment constitutes 5.51% of their stock portfolio, and TSA Wealth Managment LLC now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q4. And since then TSA Wealth Managment LLC has made 3 purchases of IVW, at an average price of $80.19, for a total of 165,642.00 shares. In addition, there have been 2 sales at an average price of $94.20 for 16,299.00 shares. Based on historical transaction data and IVW's current price of $107.48, TSA Wealth Managment LLC's estimated gain on his IVW holdings is $4.30 Mil, reflecting a 32.40% gain to date.
TSA Wealth Managment LLC IVW ($107.48) Holding Chart
TSA Wealth Managment LLC IVW ($107.48) 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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