ELEVATION WEALTH PARTNERS, LLC IUSG Holdings History
ELEVATION WEALTH PARTNERS, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 120,719.00 shares of ISHARES TRUST(IUSG), totaling $18.16 Mil. This investment constitutes 7.17% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.08% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2023Q1. And since then ELEVATION WEALTH PARTNERS, LLC has made 8 purchases of IUSG, at an average price of $89.94, for a total of 120,961.00 shares. In addition, there have been 1 sales at an average price of $127.17 for 242.00 shares. Based on historical transaction data and IUSG's current price of $153.91, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his IUSG holdings is $7.73 Mil, reflecting a 71.06% gain to date.
ELEVATION WEALTH PARTNERS, LLC IUSG ($153.91) Holding Chart
ELEVATION WEALTH PARTNERS, LLC IUSG ($153.91) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
