BENJAMIN EDWARDS INC IUSG Holdings History

Number of Shares
628,826.00
Current Holdings Value*
$79.91 Mil
% of Portfolio
1.12%
Total Estimate Gain
$14.48 Mil
% of Total Estimate Gain
18.06%

BENJAMIN EDWARDS INC's ISHARES TRUST Holding Summary

As of 2025-03-31, BENJAMIN EDWARDS INC held 628,826.00 shares of ISHARES TRUST(IUSG), totaling $79.91 Mil. This investment constitutes 1.12% of their stock portfolio, and BENJAMIN EDWARDS INC now holds 0.4% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2019Q3. And since then BENJAMIN EDWARDS INC has made 13 purchases of IUSG, at an average price of $127.13, for a total of 630,505.00 shares. In addition, there have been 10 sales at an average price of $90.93 for 1,679.00 shares. Based on historical transaction data and IUSG's current price of $150.25, BENJAMIN EDWARDS INC's estimated gain on his IUSG holdings is $14.48 Mil, reflecting a 18.06% gain to date.

BENJAMIN EDWARDS INC IUSG ($150.25) Holding Chart

BENJAMIN EDWARDS INC IUSG ($150.25) 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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