Johnson Bixby & Associates, LLC IXG Holdings History
Number of Shares
129,625.00
Current Holdings Value*
$14.37 Mil
% of Portfolio
1.97%
Total Estimate Gain
$1.43 Mil
% of Total Estimate Gain
10.88%
Johnson Bixby & Associates, LLC's iShares Global Financials ETF Holding Summary
As of 2025-06-30, Johnson Bixby & Associates, LLC held 129,625.00 shares of iShares Global Financials ETF(IXG), totaling $14.37 Mil. This investment constitutes 1.97% of their stock portfolio, and Johnson Bixby & Associates, LLC now holds 2.65% of the outstanding iShares Global Financials ETF(IXG) stock.
The initial trade took place in 2025Q1. And since then Johnson Bixby & Associates, LLC has made 2 purchases of IXG, at an average price of $101.61, for a total of 129,625.00 shares. Based on historical transaction data and IXG's current price of $112.67, Johnson Bixby & Associates, LLC's estimated gain on his IXG holdings is $1.43 Mil, reflecting a 10.88% gain to date.
Johnson Bixby & Associates, LLC IXG ($112.67) Holding Chart
Johnson Bixby & Associates, LLC IXG ($112.67) 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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