Wellspring Financial Advisors, LLC IGV Holdings History
Wellspring Financial Advisors, LLC's iShares Expanded Tech-Software Sector ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 1.61 Mil shares of iShares Expanded Tech-Software Sector ETF(IGV), totaling $25.40 Mil. This investment constitutes 2.83% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 1.41% of the outstanding iShares Expanded Tech-Software Sector ETF(IGV) stock.
The initial trade took place in 2020Q1. And since then Wellspring Financial Advisors, LLC has made 13 purchases of IGV, at an average price of $81.15, for a total of 7.36 Mil shares. In addition, there have been 7 sales at an average price of $83.36 for 5.75 Mil shares. Based on historical transaction data and IGV's current price of $110.90, Wellspring Financial Advisors, LLC's estimated gain on his IGV holdings is $60.68 Mil, reflecting a 10.16% gain to date.
Wellspring Financial Advisors, LLC IGV ($110.90) Holding Chart
Wellspring Financial Advisors, LLC IGV ($110.90) 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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