Cosner Financial Group, LLC IUSV Holdings History
Cosner Financial Group, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Cosner Financial Group, LLC held 144,302.00 shares of ISHARES TRUST(IUSV), totaling $13.32 Mil. This investment constitutes 8.14% of their stock portfolio, and Cosner Financial Group, LLC now holds 0.07% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2023Q2. And since then Cosner Financial Group, LLC has made 4 purchases of IUSV, at an average price of $75.39, for a total of 149,107.00 shares. In addition, there have been 3 sales at an average price of $83.97 for 4,805.00 shares. Based on historical transaction data and IUSV's current price of $95.44, Cosner Financial Group, LLC's estimated gain on his IUSV holdings is $2.93 Mil, reflecting a 26.10% gain to date.
Cosner Financial Group, LLC IUSV ($95.44) Holding Chart
Cosner Financial Group, LLC IUSV ($95.44) 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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