Number of Shares
579,817.00
Current Holdings Value*
$73.91 Mil
% of Portfolio
1.3%
Total Estimate Gain
$44.41 Mil
% of Total Estimate Gain
89.37%

BENJAMIN F. EDWARDS & COMPANY, INC.'s ISHARES TRUST Holding Summary

As of 2024-06-30, BENJAMIN F. EDWARDS & COMPANY, INC. held 579,817.00 shares of ISHARES TRUST(IUSG), totaling $73.91 Mil. This investment constitutes 1.3% of their stock portfolio, and BENJAMIN F. EDWARDS & COMPANY, INC. now holds -% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2019Q3. And since then BENJAMIN F. EDWARDS & COMPANY, INC. has made 16 purchases of IUSG, at an average price of $78.53, for a total of 632,755.00 shares. In addition, there have been 4 sales at an average price of $93.20 for 52,938.00 shares. Based on historical transaction data and IUSG's current price of $153.78, BENJAMIN F. EDWARDS & COMPANY, INC.'s estimated gain on his IUSG holdings is $44.41 Mil, reflecting a 89.37% gain to date.

BENJAMIN F. EDWARDS & COMPANY, INC. IUSG ($153.78) Holding Chart

BENJAMIN F. EDWARDS & COMPANY, INC. IUSG ($153.78) 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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