Endowment Wealth Management, Inc. IUSV Holdings History
Endowment Wealth Management, Inc.'s ISHARES TRUST Holding Summary
As of 2025-03-31, Endowment Wealth Management, Inc. held 41,448.00 shares of ISHARES TRUST(IUSV), totaling $3.83 Mil. This investment constitutes 2.46% of their stock portfolio, and Endowment Wealth Management, Inc. now holds 0.02% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2021Q4. And since then Endowment Wealth Management, Inc. has made 12 purchases of IUSV, at an average price of $84.21, for a total of 41,549.00 shares. In addition, there have been 1 sales at an average price of $71.66 for 101.00 shares. Based on historical transaction data and IUSV's current price of $95.92, Endowment Wealth Management, Inc.'s estimated gain on his IUSV holdings is $484,225.94, reflecting a 13.84% gain to date.
Endowment Wealth Management, Inc. IUSV ($95.92) Holding Chart
Endowment Wealth Management, Inc. IUSV ($95.92) 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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