Merit Financial Group, LLC IUSV Holdings History
Merit Financial Group, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Merit Financial Group, LLC held 2.41 Mil shares of ISHARES TRUST(IUSV), totaling $222.37 Mil. This investment constitutes 3.33% of their stock portfolio, and Merit Financial Group, LLC now holds 1.1% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2019Q1. And since then Merit Financial Group, LLC has made 5 purchases of IUSV, at an average price of $78.99, for a total of 4.29 Mil shares. In addition, there have been 3 sales at an average price of $72.21 for 1.88 Mil shares. Based on historical transaction data and IUSV's current price of $96.02, Merit Financial Group, LLC's estimated gain on his IUSV holdings is $28.26 Mil, reflecting a 8.33% gain to date.
Merit Financial Group, LLC IUSV ($96.02) Holding Chart
Merit Financial Group, LLC IUSV ($96.02) 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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