OneAscent Family Office, LLC IUSG Holdings History
OneAscent Family Office, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, OneAscent Family Office, LLC held 11,014.00 shares of ISHARES TRUST(IUSG), totaling $1.42 Mil. This investment constitutes 1.32% of their stock portfolio, and OneAscent Family Office, LLC now holds 0.01% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2025Q1. And since then OneAscent Family Office, LLC has made 1 purchases of IUSG, at an average price of $138.28, for a total of 11,014.00 shares. Based on historical transaction data and IUSG's current price of $153.50, OneAscent Family Office, LLC's estimated gain on his IUSG holdings is $167,633.08, reflecting a 11.01% gain to date.
OneAscent Family Office, LLC IUSG ($153.50) Holding Chart
OneAscent Family Office, 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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