VALLEY NATIONAL ADVISERS INC IGV Holdings History
VALLEY NATIONAL ADVISERS INC's iShares Expanded Tech-Software Sector ETF Holding Summary
As of 2025-03-31, VALLEY NATIONAL ADVISERS INC held 20,951.00 shares of iShares Expanded Tech-Software Sector ETF(IGV), totaling $1.86 Mil. This investment constitutes 0.34% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0.02% of the outstanding iShares Expanded Tech-Software Sector ETF(IGV) stock.
The initial trade took place in 2019Q3. And since then VALLEY NATIONAL ADVISERS INC has made 10 purchases of IGV, at an average price of $78.00, for a total of 53,076.00 shares. In addition, there have been 9 sales at an average price of $69.05 for 32,125.00 shares. Based on historical transaction data and IGV's current price of $111.06, VALLEY NATIONAL ADVISERS INC's estimated gain on his IGV holdings is $405,024.49, reflecting a 9.78% gain to date.
VALLEY NATIONAL ADVISERS INC IGV ($111.06) Holding Chart
VALLEY NATIONAL ADVISERS INC IGV ($111.06) 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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