Merit Financial Group, LLC IUSG Holdings History
Merit Financial Group, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Merit Financial Group, LLC held 1.12 Mil shares of ISHARES TRUST(IUSG), totaling $142.45 Mil. This investment constitutes 2.13% of their stock portfolio, and Merit Financial Group, LLC now holds 0.73% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2022Q2. And since then Merit Financial Group, LLC has made 10 purchases of IUSG, at an average price of $128.46, for a total of 1.13 Mil shares. In addition, there have been 1 sales at an average price of $84.92 for 5,385.00 shares. Based on historical transaction data and IUSG's current price of $151.98, Merit Financial Group, LLC's estimated gain on his IUSG holdings is $26.13 Mil, reflecting a 18.06% gain to date.
Merit Financial Group, LLC IUSG ($151.98) Holding Chart
Merit Financial Group, LLC IUSG ($151.98) 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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