Richard W. Paul & Associates, LLC IUSG Holdings History
Richard W. Paul & Associates, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Richard W. Paul & Associates, LLC held 100,282.00 shares of ISHARES TRUST(IUSG), totaling $12.74 Mil. This investment constitutes 5% of their stock portfolio, and Richard W. Paul & Associates, LLC now holds 0.06% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2022Q4. And since then Richard W. Paul & Associates, LLC has made 4 purchases of IUSG, at an average price of $85.59, for a total of 116,455.00 shares. In addition, there have been 5 sales at an average price of $118.34 for 16,173.00 shares. Based on historical transaction data and IUSG's current price of $151.24, Richard W. Paul & Associates, LLC's estimated gain on his IUSG holdings is $7.11 Mil, reflecting a 71.36% gain to date.
Richard W. Paul & Associates, LLC IUSG ($151.24) Holding Chart
Richard W. Paul & Associates, LLC IUSG ($151.24) 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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