Birchcreek Wealth Management, LLC IUSG Holdings History
Birchcreek Wealth Management, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Birchcreek Wealth Management, LLC held 112,602.00 shares of ISHARES TRUST(IUSG), totaling $14.31 Mil. This investment constitutes 9.03% of their stock portfolio, and Birchcreek Wealth Management, LLC now holds 0.07% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2020Q4. And since then Birchcreek Wealth Management, LLC has made 13 purchases of IUSG, at an average price of $95.17, for a total of 117,506.00 shares. In addition, there have been 4 sales at an average price of $123.48 for 4,904.00 shares. Based on historical transaction data and IUSG's current price of $154.30, Birchcreek Wealth Management, LLC's estimated gain on his IUSG holdings is $6.80 Mil, reflecting a 60.78% gain to date.
Birchcreek Wealth Management, LLC IUSG ($154.30) Holding Chart
Birchcreek Wealth Management, LLC IUSG ($154.30) 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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