Veritable, L.P. IWR Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$62.32 Mil
% of Total Estimate Gain
35.58%
Veritable, L.P.'s iShares Russell Mid-Cap ETF Holding Summary
As of 2023-09-30, Veritable, L.P. held - shares of iShares Russell Mid-Cap ETF(IWR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Veritable, L.P. now holds 0% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2012Q4. And since then Veritable, L.P. has made 12 purchases of IWR, at an average price of $46.55, for a total of 3.76 Mil shares. In addition, there have been 30 sales at an average price of $63.11 for 3.76 Mil shares. Based on historical transaction data and IWR's current price of $93.91, Veritable, L.P.'s estimated gain on his IWR holdings is $62.32 Mil, reflecting a 35.58% gain to date.
Veritable, L.P. IWR ($93.91) Holding Chart
Veritable, L.P. IWR ($93.91) 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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