Number of Shares
52,251.00
Current Holdings Value*
$7.86 Mil
% of Portfolio
7.53%
Total Estimate Gain
$910,561.87
% of Total Estimate Gain
12.69%

LEGACY SOLUTIONS, LLC's ISHARES TRUST Holding Summary

As of 2025-06-30, LEGACY SOLUTIONS, LLC held 52,251.00 shares of ISHARES TRUST(IUSG), totaling $7.86 Mil. This investment constitutes 7.53% of their stock portfolio, and LEGACY SOLUTIONS, LLC now holds 0.03% of the outstanding ISHARES TRUST(IUSG) stock.

The initial trade took place in 2024Q4. And since then LEGACY SOLUTIONS, LLC has made 2 purchases of IUSG, at an average price of $137.34, for a total of 52,251.00 shares. Based on historical transaction data and IUSG's current price of $154.77, LEGACY SOLUTIONS, LLC's estimated gain on his IUSG holdings is $910,561.87, reflecting a 12.69% gain to date.

LEGACY SOLUTIONS, LLC IUSG ($154.77) Holding Chart

LEGACY SOLUTIONS, LLC IUSG ($154.77) 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