R. W. Roge & Company, Inc. IUSB Holdings History
R. W. Roge & Company, Inc.'s iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, R. W. Roge & Company, Inc. held 90,475.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $4.17 Mil. This investment constitutes 2.28% of their stock portfolio, and R. W. Roge & Company, Inc. now holds 0.01% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2020Q4. And since then R. W. Roge & Company, Inc. has made 8 purchases of IUSB, at an average price of $50.27, for a total of 583,889.00 shares. In addition, there have been 6 sales at an average price of $46.95 for 493,414.00 shares. Based on historical transaction data and IUSB's current price of $45.77, R. W. Roge & Company, Inc.'s estimated gain on his IUSB holdings is $-2.05 Mil, reflecting a -6.97% gain to date.
R. W. Roge & Company, Inc. IUSB ($45.77) Holding Chart
R. W. Roge & Company, Inc. IUSB ($45.77) 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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