Number of Shares
659,055.00
Current Holdings Value*
$36.03 Mil
% of Portfolio
1.7%
Total Estimate Gain
$9.35 Mil
% of Total Estimate Gain
13.54%

Waldron Private Wealth LLC's iShares Global Infrastructure ETF Holding Summary

As of 2025-03-31, Waldron Private Wealth LLC held 659,055.00 shares of iShares Global Infrastructure ETF(IGF), totaling $36.03 Mil. This investment constitutes 1.7% of their stock portfolio, and Waldron Private Wealth LLC now holds 0.57% of the outstanding iShares Global Infrastructure ETF(IGF) stock.

The initial trade took place in 2018Q4. And since then Waldron Private Wealth LLC has made 12 purchases of IGF, at an average price of $46.99, for a total of 1.47 Mil shares. In addition, there have been 13 sales at an average price of $48.41 for 810,648.00 shares. Based on historical transaction data and IGF's current price of $59.44, Waldron Private Wealth LLC's estimated gain on his IGF holdings is $9.35 Mil, reflecting a 13.54% gain to date.

Waldron Private Wealth LLC IGF ($59.44) Holding Chart

Waldron Private Wealth LLC IGF ($59.44) 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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