Eaton Financial Holdings Company, LLC IUSV Holdings History
Eaton Financial Holdings Company, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, Eaton Financial Holdings Company, LLC held 72,173.00 shares of ISHARES TRUST(IUSV), totaling $6.83 Mil. This investment constitutes 2.1% of their stock portfolio, and Eaton Financial Holdings Company, LLC now holds 0.03% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2022Q4. And since then Eaton Financial Holdings Company, LLC has made 3 purchases of IUSV, at an average price of $68.93, for a total of 143,211.00 shares. In addition, there have been 6 sales at an average price of $90.80 for 71,038.00 shares. Based on historical transaction data and IUSV's current price of $95.64, Eaton Financial Holdings Company, LLC's estimated gain on his IUSV holdings is $3.48 Mil, reflecting a 35.26% gain to date.
Eaton Financial Holdings Company, LLC IUSV ($95.64) Holding Chart
Eaton Financial Holdings Company, 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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