Number of Shares
80,199.00
Current Holdings Value*
$10.19 Mil
% of Portfolio
6.23%
Total Estimate Gain
$4.29 Mil
% of Total Estimate Gain
52.24%

Cosner Financial Group, LLC's ISHARES TRUST Holding Summary

As of 2025-03-31, Cosner Financial Group, LLC held 80,199.00 shares of ISHARES TRUST(IUSG), totaling $10.19 Mil. This investment constitutes 6.23% of their stock portfolio, and Cosner Financial Group, LLC now holds 0.05% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2023Q2. And since then Cosner Financial Group, LLC has made 3 purchases of IUSG, at an average price of $98.77, for a total of 83,138.00 shares. In addition, there have been 4 sales at an average price of $113.13 for 2,939.00 shares. Based on historical transaction data and IUSG's current price of $151.73, Cosner Financial Group, LLC's estimated gain on his IUSG holdings is $4.29 Mil, reflecting a 52.24% gain to date.

Cosner Financial Group, LLC IUSG ($151.73) Holding Chart

Cosner Financial Group, LLC IUSG ($151.73) 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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