Financial Council, LLC IUSV Holdings History
Financial Council, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Financial Council, LLC held 91,279.00 shares of ISHARES TRUST(IUSV), totaling $8.42 Mil. This investment constitutes 4.54% of their stock portfolio, and Financial Council, LLC now holds 0.04% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2021Q3. And since then Financial Council, LLC has made 3 purchases of IUSV, at an average price of $72.27, for a total of 111,089.00 shares. In addition, there have been 11 sales at an average price of $75.80 for 19,810.00 shares. Based on historical transaction data and IUSV's current price of $94.21, Financial Council, LLC's estimated gain on his IUSV holdings is $2.07 Mil, reflecting a 25.82% gain to date.
Financial Council, LLC IUSV ($94.21) Holding Chart
Financial Council, LLC IUSV ($94.21) 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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