Petix & Botte Co IUSV Holdings History
Number of Shares
198,262.00
Current Holdings Value*
$18.30 Mil
% of Portfolio
4.82%
Total Estimate Gain
$8.00 Mil
% of Total Estimate Gain
13.63%
Petix & Botte Co's ISHARES TRUST Holding Summary
As of 2025-03-31, Petix & Botte Co held 198,262.00 shares of ISHARES TRUST(IUSV), totaling $18.30 Mil. This investment constitutes 4.82% of their stock portfolio, and Petix & Botte Co now holds 0.09% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2019Q4. And since then Petix & Botte Co has made 13 purchases of IUSV, at an average price of $71.91, for a total of 816,184.00 shares. In addition, there have been 7 sales at an average price of $77.15 for 617,922.00 shares. Based on historical transaction data and IUSV's current price of $95.92, Petix & Botte Co's estimated gain on his IUSV holdings is $8.00 Mil, reflecting a 13.63% gain to date.
Petix & Botte Co IUSV ($95.92) Holding Chart
Petix & Botte Co IUSV ($95.92) 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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