AAFMAA Wealth Management & Trust LLC IUSG Holdings History
AAFMAA Wealth Management & Trust LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 71,457.00 shares of ISHARES TRUST(IUSG), totaling $9.08 Mil. This investment constitutes 4.12% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0.05% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2024Q2. And since then AAFMAA Wealth Management & Trust LLC has made 3 purchases of IUSG, at an average price of $124.48, for a total of 74,309.00 shares. In addition, there have been 1 sales at an average price of $138.28 for 2,852.00 shares. Based on historical transaction data and IUSG's current price of $151.59, AAFMAA Wealth Management & Trust LLC's estimated gain on his IUSG holdings is $1.98 Mil, reflecting a 21.36% gain to date.
AAFMAA Wealth Management & Trust LLC IUSG ($151.59) Holding Chart
AAFMAA Wealth Management & Trust LLC IUSG ($151.59) 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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