Carl P. Sherr & Co., LLC IUSV Holdings History
Carl P. Sherr & Co., LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Carl P. Sherr & Co., LLC held 132,940.00 shares of ISHARES TRUST(IUSV), totaling $12.27 Mil. This investment constitutes 6.71% of their stock portfolio, and Carl P. Sherr & Co., LLC now holds 0.06% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2019Q4. And since then Carl P. Sherr & Co., LLC has made 16 purchases of IUSV, at an average price of $66.96, for a total of 144,428.00 shares. In addition, there have been 5 sales at an average price of $78.77 for 11,488.00 shares. Based on historical transaction data and IUSV's current price of $95.64, Carl P. Sherr & Co., LLC's estimated gain on his IUSV holdings is $3.95 Mil, reflecting a 40.82% gain to date.
Carl P. Sherr & Co., LLC IUSV ($95.64) Holding Chart
Carl P. Sherr & Co., LLC 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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