Goldstone Financial Group, LLC IUSG Holdings History
Goldstone Financial Group, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, Goldstone Financial Group, LLC held 103,992.00 shares of ISHARES TRUST(IUSG), totaling $15.78 Mil. This investment constitutes 2.08% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0.07% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2023Q1. And since then Goldstone Financial Group, LLC has made 7 purchases of IUSG, at an average price of $98.56, for a total of 104,058.00 shares. In addition, there have been 1 sales at an average price of $98.11 for 66.00 shares. Based on historical transaction data and IUSG's current price of $152.35, Goldstone Financial Group, LLC's estimated gain on his IUSG holdings is $5.59 Mil, reflecting a 54.54% gain to date.
Goldstone Financial Group, LLC IUSG ($152.35) Holding Chart
Goldstone Financial Group, LLC IUSG ($152.35) 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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