Able Wealth Management LLC IUSV Holdings History
Able Wealth Management LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 61,741.00 shares of ISHARES TRUST(IUSV), totaling $5.70 Mil. This investment constitutes 3.36% of their stock portfolio, and Able Wealth Management LLC now holds 0.03% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2023Q4. And since then Able Wealth Management LLC has made 5 purchases of IUSV, at an average price of $79.28, for a total of 61,741.00 shares. Based on historical transaction data and IUSV's current price of $96.90, Able Wealth Management LLC's estimated gain on his IUSV holdings is $1.09 Mil, reflecting a 22.23% gain to date.
Able Wealth Management LLC IUSV ($96.90) Holding Chart
Able Wealth Management LLC IUSV ($96.90) 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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