Transcendent Capital Group LLC IVW Holdings History
Transcendent Capital Group LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Transcendent Capital Group LLC held 52,839.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $4.91 Mil. This investment constitutes 2.76% of their stock portfolio, and Transcendent Capital Group LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q4. And since then Transcendent Capital Group LLC has made 2 purchases of IVW, at an average price of $82.63, for a total of 76,337.00 shares. In addition, there have been 3 sales at an average price of $97.91 for 23,498.00 shares. Based on historical transaction data and IVW's current price of $111.98, Transcendent Capital Group LLC's estimated gain on his IVW holdings is $1.91 Mil, reflecting a 30.27% gain to date.
Transcendent Capital Group LLC IVW ($111.98) Holding Chart
Transcendent Capital Group LLC IVW ($111.98) 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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