Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. IYG Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s iShares U.S. Financial Services ETF Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 126,342.00 shares of iShares U.S. Financial Services ETF(IYG), totaling $9.92 Mil. This investment constitutes 1.51% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.6% of the outstanding iShares U.S. Financial Services ETF(IYG) stock.
The initial trade took place in 2014Q1. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 28 purchases of IYG, at an average price of $47.34, for a total of 138,339.00 shares. In addition, there have been 7 sales at an average price of $51.69 for 11,997.00 shares. Based on historical transaction data and IYG's current price of $86.70, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his IYG holdings is $5.03 Mil, reflecting a 76.74% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. IYG ($86.70) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. IYG ($86.70) 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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