Wealth & Pension Services Group, Inc. IWB Holdings History
Wealth & Pension Services Group, Inc.'s iShares Russell 1000 ETF Holding Summary
As of 2019-09-30, Wealth & Pension Services Group, Inc. held 44,035.00 shares of iShares Russell 1000 ETF(IWB), totaling $7.25 Mil. This investment constitutes 5.75% of their stock portfolio, and Wealth & Pension Services Group, Inc. now holds 0.04% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2018Q2. And since then Wealth & Pension Services Group, Inc. has made 1 purchases of IWB, at an average price of $149.85, for a total of 89,934.00 shares. In addition, there have been 3 sales at an average price of $158.81 for 45,899.00 shares. Based on historical transaction data and IWB's current price of $345.66, Wealth & Pension Services Group, Inc.'s estimated gain on his IWB holdings is $9.03 Mil, reflecting a 67.03% gain to date.
Wealth & Pension Services Group, Inc. IWB ($345.66) Holding Chart
Wealth & Pension Services Group, Inc. IWB ($345.66) 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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