Number of Shares
88,483.00
Current Holdings Value*
$6.84 Mil
% of Portfolio
1.12%
Total Estimate Gain
$1.52 Mil
% of Total Estimate Gain
18.28%

James J. Burns & Company, LLC's iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-06-30, James J. Burns & Company, LLC held 88,483.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $6.84 Mil. This investment constitutes 1.12% of their stock portfolio, and James J. Burns & Company, LLC now holds 0.01% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2022Q3. And since then James J. Burns & Company, LLC has made 8 purchases of IXUS, at an average price of $61.98, for a total of 134,082.00 shares. In addition, there have been 3 sales at an average price of $63.87 for 45,599.00 shares. Based on historical transaction data and IXUS's current price of $78.17, James J. Burns & Company, LLC's estimated gain on his IXUS holdings is $1.52 Mil, reflecting a 18.28% gain to date.

James J. Burns & Company, LLC IXUS ($78.17) Holding Chart

James J. Burns & Company, LLC IXUS ($78.17) 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 %

Top Ranked Articles

  • 1