MOTIVE WEALTH ADVISORS IUSG Holdings History
MOTIVE WEALTH ADVISORS's ISHARES TRUST Holding Summary
As of 2025-06-30, MOTIVE WEALTH ADVISORS held 54,016.00 shares of ISHARES TRUST(IUSG), totaling $8.12 Mil. This investment constitutes 3.7% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.03% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 8 purchases of IUSG, at an average price of $100.94, for a total of 101,143.00 shares. In addition, there have been 7 sales at an average price of $97.84 for 47,127.00 shares. Based on historical transaction data and IUSG's current price of $154.77, MOTIVE WEALTH ADVISORS's estimated gain on his IUSG holdings is $2.76 Mil, reflecting a 27.05% gain to date.
MOTIVE WEALTH ADVISORS IUSG ($154.77) Holding Chart
MOTIVE WEALTH ADVISORS 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 % | |||
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