CHB Investment Group, LLC URTH Holdings History
CHB Investment Group, LLC's iShares MSCI World ETF Holding Summary
As of 2025-06-30, CHB Investment Group, LLC held 7,594.00 shares of iShares MSCI World ETF(URTH), totaling $1.29 Mil. This investment constitutes 0.66% of their stock portfolio, and CHB Investment Group, LLC now holds 0.03% of the outstanding iShares MSCI World ETF(URTH) stock.
The initial trade took place in 2024Q3. And since then CHB Investment Group, LLC has made 2 purchases of URTH, at an average price of $155.63, for a total of 7,711.00 shares. In addition, there have been 1 sales at an average price of $157.81 for 117.00 shares. Based on historical transaction data and URTH's current price of $170.95, CHB Investment Group, LLC's estimated gain on his URTH holdings is $116,633.07, reflecting a 9.72% gain to date.
CHB Investment Group, LLC URTH ($170.95) Holding Chart
CHB Investment Group, LLC URTH ($170.95) 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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