CATALYST PRIVATE WEALTH, LLC IUSG Holdings History
CATALYST PRIVATE WEALTH, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, CATALYST PRIVATE WEALTH, LLC held 8,460.00 shares of ISHARES TRUST(IUSG), totaling $1.27 Mil. This investment constitutes 0.57% of their stock portfolio, and CATALYST PRIVATE WEALTH, LLC now holds 0.01% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2020Q3. And since then CATALYST PRIVATE WEALTH, LLC has made 4 purchases of IUSG, at an average price of $130.72, for a total of 9,081.00 shares. In addition, there have been 1 sales at an average price of $84.01 for 621.00 shares. Based on historical transaction data and IUSG's current price of $153.50, CATALYST PRIVATE WEALTH, LLC's estimated gain on his IUSG holdings is $163,741.56, reflecting a 13.79% gain to date.
CATALYST PRIVATE WEALTH, LLC IUSG ($153.50) Holding Chart
CATALYST PRIVATE WEALTH, LLC IUSG ($153.50) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
