Number of Shares
582,979.00
Current Holdings Value*
$40.70 Mil
% of Portfolio
2.68%
Total Estimate Gain
$5.75 Mil
% of Total Estimate Gain
13.77%

LOWE BROCKENBROUGH & CO INC's iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-03-31, LOWE BROCKENBROUGH & CO INC held 582,979.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $40.70 Mil. This investment constitutes 2.68% of their stock portfolio, and LOWE BROCKENBROUGH & CO INC now holds 0.1% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2021Q3. And since then LOWE BROCKENBROUGH & CO INC has made 12 purchases of IXUS, at an average price of $67.57, for a total of 617,654.00 shares. In addition, there have been 3 sales at an average price of $68.06 for 34,675.00 shares. Based on historical transaction data and IXUS's current price of $77.40, LOWE BROCKENBROUGH & CO INC's estimated gain on his IXUS holdings is $5.75 Mil, reflecting a 13.77% gain to date.

LOWE BROCKENBROUGH & CO INC IXUS ($77.40) Holding Chart

LOWE BROCKENBROUGH & CO INC IXUS ($77.40) 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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