Able Wealth Management LLC IUSG Holdings History
Able Wealth Management LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 38,698.00 shares of ISHARES TRUST(IUSG), totaling $4.92 Mil. This investment constitutes 2.9% of their stock portfolio, and Able Wealth Management LLC now holds 0.03% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2023Q4. And since then Able Wealth Management LLC has made 4 purchases of IUSG, at an average price of $100.53, for a total of 38,806.00 shares. In addition, there have been 1 sales at an average price of $138.28 for 108.00 shares. Based on historical transaction data and IUSG's current price of $154.77, Able Wealth Management LLC's estimated gain on his IUSG holdings is $2.10 Mil, reflecting a 53.91% gain to date.
Able Wealth Management LLC IUSG ($154.77) Holding Chart
Able Wealth Management LLC IUSG ($154.77) 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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