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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