Number of Shares
86,765.00
Current Holdings Value*
$11.03 Mil
% of Portfolio
5.94%
Total Estimate Gain
$3.86 Mil
% of Total Estimate Gain
33.92%

Financial Council, LLC's ISHARES TRUST Holding Summary

As of 2025-03-31, Financial Council, LLC held 86,765.00 shares of ISHARES TRUST(IUSG), totaling $11.03 Mil. This investment constitutes 5.94% of their stock portfolio, and Financial Council, LLC now holds 0.06% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2021Q3. And since then Financial Council, LLC has made 4 purchases of IUSG, at an average price of $105.31, for a total of 107,976.00 shares. In addition, there have been 10 sales at an average price of $103.81 for 21,211.00 shares. Based on historical transaction data and IUSG's current price of $150.14, Financial Council, LLC's estimated gain on his IUSG holdings is $3.86 Mil, reflecting a 33.92% gain to date.

Financial Council, LLC IUSG ($150.14) Holding Chart

Financial Council, LLC IUSG ($150.14) 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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