Canvas Wealth Advisors, LLC IUSG Holdings History
Canvas Wealth Advisors, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Canvas Wealth Advisors, LLC held 109,161.00 shares of ISHARES TRUST(IUSG), totaling $13.22 Mil. This investment constitutes 3.39% of their stock portfolio, and Canvas Wealth Advisors, LLC now holds 0.07% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2021Q1. And since then Canvas Wealth Advisors, LLC has made 7 purchases of IUSG, at an average price of $88.51, for a total of 138,618.00 shares. In addition, there have been 9 sales at an average price of $108.32 for 29,457.00 shares. Based on historical transaction data and IUSG's current price of $151.24, Canvas Wealth Advisors, LLC's estimated gain on his IUSG holdings is $7.43 Mil, reflecting a 60.57% gain to date.
Canvas Wealth Advisors, LLC IUSG ($151.24) Holding Chart
Canvas Wealth Advisors, LLC IUSG ($151.24) 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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