HOWE & RUSLING INC IUSG Holdings History

Number of Shares
264,663.00
Current Holdings Value*
$33.63 Mil
% of Portfolio
2.83%
Total Estimate Gain
$14.29 Mil
% of Total Estimate Gain
53.29%

HOWE & RUSLING INC's ISHARES TRUST Holding Summary

As of 2025-03-31, HOWE & RUSLING INC held 264,663.00 shares of ISHARES TRUST(IUSG), totaling $33.63 Mil. This investment constitutes 2.83% of their stock portfolio, and HOWE & RUSLING INC now holds 0.17% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2019Q3. And since then HOWE & RUSLING INC has made 19 purchases of IUSG, at an average price of $97.29, for a total of 275,690.00 shares. In addition, there have been 4 sales at an average price of $86.99 for 11,027.00 shares. Based on historical transaction data and IUSG's current price of $151.73, HOWE & RUSLING INC's estimated gain on his IUSG holdings is $14.29 Mil, reflecting a 53.29% gain to date.

HOWE & RUSLING INC IUSG ($151.73) Holding Chart

HOWE & RUSLING INC IUSG ($151.73) 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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