RiverFront Investment Group, LLC IYG Holdings History
RiverFront Investment Group, LLC's iShares U.S. Financial Services ETF Holding Summary
As of 2025-03-31, RiverFront Investment Group, LLC held 1.63 Mil shares of iShares U.S. Financial Services ETF(IYG), totaling $127.78 Mil. This investment constitutes 2.86% of their stock portfolio, and RiverFront Investment Group, LLC now holds 7.77% of the outstanding iShares U.S. Financial Services ETF(IYG) stock.
The initial trade took place in 2018Q2. And since then RiverFront Investment Group, LLC has made 12 purchases of IYG, at an average price of $49.67, for a total of 6.67 Mil shares. In addition, there have been 16 sales at an average price of $56.07 for 5.04 Mil shares. Based on historical transaction data and IYG's current price of $87.70, RiverFront Investment Group, LLC's estimated gain on his IYG holdings is $94.11 Mil, reflecting a 28.42% gain to date.
RiverFront Investment Group, LLC IYG ($87.70) Holding Chart
RiverFront Investment Group, LLC IYG ($87.70) 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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