Number of Shares
72,768.00
Current Holdings Value*
$10.94 Mil
% of Portfolio
3.49%
Total Estimate Gain
$2.81 Mil
% of Total Estimate Gain
32.70%

BOS Asset Management, LLC's ISHARES TRUST Holding Summary

As of 2025-06-30, BOS Asset Management, LLC held 72,768.00 shares of ISHARES TRUST(IUSG), totaling $10.94 Mil. This investment constitutes 3.49% of their stock portfolio, and BOS Asset Management, LLC now holds 0.05% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2024Q1. And since then BOS Asset Management, LLC has made 4 purchases of IUSG, at an average price of $115.01, for a total of 74,797.00 shares. In addition, there have been 2 sales at an average price of $137.57 for 2,029.00 shares. Based on historical transaction data and IUSG's current price of $153.03, BOS Asset Management, LLC's estimated gain on his IUSG holdings is $2.81 Mil, reflecting a 32.70% gain to date.

BOS Asset Management, LLC IUSG ($153.03) Holding Chart

BOS Asset Management, LLC IUSG ($153.03) 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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