ASPIRIANT, LLC IUSV Holdings History
ASPIRIANT, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, ASPIRIANT, LLC held 3.53 Mil shares of ISHARES TRUST(IUSV), totaling $325.52 Mil. This investment constitutes 11.3% of their stock portfolio, and ASPIRIANT, LLC now holds 1.6% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2018Q2. And since then ASPIRIANT, LLC has made 20 purchases of IUSV, at an average price of $67.30, for a total of 3.92 Mil shares. In addition, there have been 8 sales at an average price of $66.10 for 392,175.00 shares. Based on historical transaction data and IUSV's current price of $96.45, ASPIRIANT, LLC's estimated gain on his IUSV holdings is $102.34 Mil, reflecting a 38.80% gain to date.
ASPIRIANT, LLC IUSV ($96.45) Holding Chart
ASPIRIANT, LLC IUSV ($96.45) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
