Number of Shares
773,483.00
Current Holdings Value*
$68.17 Mil
% of Portfolio
1.2%
Total Estimate Gain
$25.04 Mil
% of Total Estimate Gain
45.62%

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

As of 2024-06-30, BENJAMIN F. EDWARDS & COMPANY, INC. held 773,483.00 shares of ISHARES TRUST(IUSV), totaling $68.17 Mil. This investment constitutes 1.2% of their stock portfolio, and BENJAMIN F. EDWARDS & COMPANY, INC. now holds -% of the outstanding ISHARES TRUST(IUSV) stock.

The initial trade took place in 2018Q2. And since then BENJAMIN F. EDWARDS & COMPANY, INC. has made 23 purchases of IUSV, at an average price of $64.54, for a total of 850,496.00 shares. In addition, there have been 2 sales at an average price of $72.45 for 77,013.00 shares. Based on historical transaction data and IUSV's current price of $96.13, BENJAMIN F. EDWARDS & COMPANY, INC.'s estimated gain on his IUSV holdings is $25.04 Mil, reflecting a 45.62% gain to date.

BENJAMIN F. EDWARDS & COMPANY, INC. IUSV ($96.13) Holding Chart

BENJAMIN F. EDWARDS & COMPANY, INC. IUSV ($96.13) 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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