Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC IUSV Holdings History
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's ISHARES TRUST Holding Summary
As of 2020-12-31, Genovese Burford & Brothers Wealth & Retirement Pl held 84,291.00 shares of ISHARES TRUST(IUSV), totaling $5.24 Mil. This investment constitutes 1.65% of their stock portfolio, and Genovese Burford & Brothers Wealth & Retirement Pl now holds 0.05% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2018Q4. And since then Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC has made 7 purchases of IUSV, at an average price of $55.15, for a total of 86,690.00 shares. In addition, there have been 2 sales at an average price of $53.95 for 2,399.00 shares. Based on historical transaction data and IUSV's current price of $96.60, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's estimated gain on his IUSV holdings is $3.49 Mil, reflecting a 73.01% gain to date.
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC IUSV ($96.60) Holding Chart
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC IUSV ($96.60) 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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