HILLTOP WEALTH ADVISORS, LLC IUSG Holdings History
HILLTOP WEALTH ADVISORS, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held 241,047.00 shares of ISHARES TRUST(IUSG), totaling $36.25 Mil. This investment constitutes 20.37% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0.15% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2022Q2. And since then HILLTOP WEALTH ADVISORS, LLC has made 8 purchases of IUSG, at an average price of $93.54, for a total of 269,121.00 shares. In addition, there have been 5 sales at an average price of $125.16 for 28,074.00 shares. Based on historical transaction data and IUSG's current price of $154.48, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his IUSG holdings is $15.58 Mil, reflecting a 61.88% gain to date.
HILLTOP WEALTH ADVISORS, LLC IUSG ($154.48) Holding Chart
HILLTOP WEALTH ADVISORS, LLC IUSG ($154.48) 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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