Number of Shares
103,056.00
Current Holdings Value*
$11.63 Mil
% of Portfolio
0.27%
Total Estimate Gain
$2.42 Mil
% of Total Estimate Gain
5.51%

Prospera Financial Services Inc's iShares U.S. Financials ETF Holding Summary

As of 2025-03-31, Prospera Financial Services Inc held 103,056.00 shares of iShares U.S. Financials ETF(IYF), totaling $11.63 Mil. This investment constitutes 0.27% of their stock portfolio, and Prospera Financial Services Inc now holds 0.34% of the outstanding iShares U.S. Financials ETF(IYF) stock.

The initial trade took place in 2014Q4. And since then Prospera Financial Services Inc has made 21 purchases of IYF, at an average price of $51.70, for a total of 851,504.00 shares. In addition, there have been 20 sales at an average price of $45.17 for 748,448.00 shares. Based on historical transaction data and IYF's current price of $122.59, Prospera Financial Services Inc's estimated gain on his IYF holdings is $2.42 Mil, reflecting a 5.51% gain to date.

Prospera Financial Services Inc IYF ($122.59) Holding Chart

Prospera Financial Services Inc IYF ($122.59) 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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