BIEGEL & WALLER LLC IUSV Holdings History
Number of Shares
146,468.00
Current Holdings Value*
$8.47 Mil
% of Portfolio
4.77%
Total Estimate Gain
$5.96 Mil
% of Total Estimate Gain
72.77%
BIEGEL & WALLER LLC's ISHARES TRUST Holding Summary
As of 2019-09-30, BIEGEL & WALLER LLC held 146,468.00 shares of ISHARES TRUST(IUSV), totaling $8.47 Mil. This investment constitutes 4.77% of their stock portfolio, and BIEGEL & WALLER LLC now holds 0.09% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2018Q2. And since then BIEGEL & WALLER LLC has made 5 purchases of IUSV, at an average price of $54.98, for a total of 148,899.00 shares. In addition, there have been 1 sales at an average price of $55.42 for 2,431.00 shares. Based on historical transaction data and IUSV's current price of $95.64, BIEGEL & WALLER LLC's estimated gain on his IUSV holdings is $5.96 Mil, reflecting a 72.77% gain to date.
BIEGEL & WALLER LLC IUSV ($95.64) Holding Chart
BIEGEL & WALLER LLC IUSV ($95.64) 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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