BENJAMIN EDWARDS INC IUSV Holdings History

Number of Shares
972,091.00
Current Holdings Value*
$89.71 Mil
% of Portfolio
1.25%
Total Estimate Gain
$2.04 Mil
% of Total Estimate Gain
2.27%

BENJAMIN EDWARDS INC's ISHARES TRUST Holding Summary

As of 2025-03-31, BENJAMIN EDWARDS INC held 972,091.00 shares of ISHARES TRUST(IUSV), totaling $89.71 Mil. This investment constitutes 1.25% of their stock portfolio, and BENJAMIN EDWARDS INC now holds 0.44% of the outstanding ISHARES TRUST(IUSV) stock.

The initial trade took place in 2019Q2. And since then BENJAMIN EDWARDS INC has made 15 purchases of IUSV, at an average price of $92.06, for a total of 974,588.00 shares. In addition, there have been 9 sales at an average price of $69.66 for 2,497.00 shares. Based on historical transaction data and IUSV's current price of $94.21, BENJAMIN EDWARDS INC's estimated gain on his IUSV holdings is $2.04 Mil, reflecting a 2.27% gain to date.

BENJAMIN EDWARDS INC IUSV ($94.21) Holding Chart

BENJAMIN EDWARDS INC IUSV ($94.21) 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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