HOWE & RUSLING INC GVI Holdings History

Number of Shares
358,228.00
Current Holdings Value*
$37.98 Mil
% of Portfolio
3.19%
Total Estimate Gain
$-631,072.76
% of Total Estimate Gain
-1.31%

HOWE & RUSLING INC's iShares Intermediate Government/Credit Bond ETF Holding Summary

As of 2025-03-31, HOWE & RUSLING INC held 358,228.00 shares of iShares Intermediate Government/Credit Bond ETF(GVI), totaling $37.98 Mil. This investment constitutes 3.19% of their stock portfolio, and HOWE & RUSLING INC now holds 1.12% of the outstanding iShares Intermediate Government/Credit Bond ETF(GVI) stock.

The initial trade took place in 2018Q2. And since then HOWE & RUSLING INC has made 20 purchases of GVI, at an average price of $107.67, for a total of 446,526.00 shares. In addition, there have been 8 sales at an average price of $106.60 for 88,298.00 shares. Based on historical transaction data and GVI's current price of $106.17, HOWE & RUSLING INC's estimated gain on his GVI holdings is $-631,072.76, reflecting a -1.31% gain to date.

HOWE & RUSLING INC GVI ($106.17) Holding Chart

HOWE & RUSLING INC GVI ($106.17) 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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