COREPATH WEALTH PARTNERS LLC IUSV Holdings History
COREPATH WEALTH PARTNERS LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, COREPATH WEALTH PARTNERS LLC held 89,798.00 shares of ISHARES TRUST(IUSV), totaling $7.74 Mil. This investment constitutes 7.37% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0.04% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2020Q4. And since then COREPATH WEALTH PARTNERS LLC has made 12 purchases of IUSV, at an average price of $63.89, for a total of 246,586.00 shares. In addition, there have been 5 sales at an average price of $85.96 for 156,788.00 shares. Based on historical transaction data and IUSV's current price of $96.34, COREPATH WEALTH PARTNERS LLC's estimated gain on his IUSV holdings is $6.38 Mil, reflecting a 40.47% gain to date.
COREPATH WEALTH PARTNERS LLC IUSV ($96.34) Holding Chart
COREPATH WEALTH PARTNERS LLC IUSV ($96.34) 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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