Phoenix Wealth Advisors IUSG Holdings History
Phoenix Wealth Advisors's ISHARES TRUST Holding Summary
As of 2025-03-31, Phoenix Wealth Advisors held 56,438.00 shares of ISHARES TRUST(IUSG), totaling $7.17 Mil. This investment constitutes 3.13% of their stock portfolio, and Phoenix Wealth Advisors now holds 0.04% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2022Q2. And since then Phoenix Wealth Advisors has made 10 purchases of IUSG, at an average price of $96.39, for a total of 74,012.00 shares. In addition, there have been 2 sales at an average price of $120.03 for 17,574.00 shares. Based on historical transaction data and IUSG's current price of $150.25, Phoenix Wealth Advisors's estimated gain on his IUSG holdings is $3.46 Mil, reflecting a 48.43% gain to date.
Phoenix Wealth Advisors IUSG ($150.25) Holding Chart
Phoenix Wealth Advisors IUSG ($150.25) 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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