Drake & Associates, LLC IUSV Holdings History
Drake & Associates, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Drake & Associates, LLC held 270,238.00 shares of ISHARES TRUST(IUSV), totaling $24.94 Mil. This investment constitutes 7.01% of their stock portfolio, and Drake & Associates, LLC now holds 0.12% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2022Q2. And since then Drake & Associates, LLC has made 10 purchases of IUSV, at an average price of $74.99, for a total of 273,935.00 shares. In addition, there have been 1 sales at an average price of $69.21 for 3,697.00 shares. Based on historical transaction data and IUSV's current price of $96.45, Drake & Associates, LLC's estimated gain on his IUSV holdings is $5.78 Mil, reflecting a 28.13% gain to date.
Drake & Associates, LLC IUSV ($96.45) Holding Chart
Drake & Associates, LLC IUSV ($96.45) 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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