Blue Trust, Inc. IUSV Holdings History

Number of Shares
4.78 Mil
Current Holdings Value*
$441.27 Mil
% of Portfolio
5.65%
Total Estimate Gain
$117.68 Mil
% of Total Estimate Gain
24.98%

Blue Trust, Inc.'s ISHARES TRUST Holding Summary

As of 2025-03-31, Blue Trust, Inc. held 4.78 Mil shares of ISHARES TRUST(IUSV), totaling $441.27 Mil. This investment constitutes 5.65% of their stock portfolio, and Blue Trust, Inc. now holds 2.17% of the outstanding ISHARES TRUST(IUSV) stock.

The initial trade took place in 2022Q2. And since then Blue Trust, Inc. has made 3 purchases of IUSV, at an average price of $73.06, for a total of 6.45 Mil shares. In addition, there have been 8 sales at an average price of $78.91 for 1.67 Mil shares. Based on historical transaction data and IUSV's current price of $95.64, Blue Trust, Inc.'s estimated gain on his IUSV holdings is $117.68 Mil, reflecting a 24.98% gain to date.

Blue Trust, Inc. IUSV ($95.64) Holding Chart

Blue Trust, Inc. 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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