LPL Financial LLC IUSG Holdings History
LPL Financial LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, LPL Financial LLC held 13.08 Mil shares of ISHARES TRUST(IUSG), totaling $1.66 Bil. This investment constitutes 0.65% of their stock portfolio, and LPL Financial LLC now holds 8.4% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2019Q3. And since then LPL Financial LLC has made 15 purchases of IUSG, at an average price of $71.96, for a total of 17.40 Mil shares. In addition, there have been 8 sales at an average price of $111.50 for 4.32 Mil shares. Based on historical transaction data and IUSG's current price of $153.50, LPL Financial LLC's estimated gain on his IUSG holdings is $1.24 Bil, reflecting a 98.82% gain to date.
LPL Financial LLC IUSG ($153.50) Holding Chart
LPL Financial LLC IUSG ($153.50) 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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