SAM Advisors, LLC IYG Holdings History
SAM Advisors, LLC's iShares U.S. Financial Services ETF Holding Summary
As of 2025-03-31, SAM Advisors, LLC held 113,554.00 shares of iShares U.S. Financial Services ETF(IYG), totaling $8.92 Mil. This investment constitutes 3.34% of their stock portfolio, and SAM Advisors, LLC now holds 0.54% of the outstanding iShares U.S. Financial Services ETF(IYG) stock.
The initial trade took place in 2022Q3. And since then SAM Advisors, LLC has made 5 purchases of IYG, at an average price of $52.37, for a total of 132,819.00 shares. In addition, there have been 6 sales at an average price of $65.13 for 19,265.00 shares. Based on historical transaction data and IYG's current price of $86.98, SAM Advisors, LLC's estimated gain on his IYG holdings is $4.18 Mil, reflecting a 60.03% gain to date.
SAM Advisors, LLC IYG ($86.98) Holding Chart
SAM Advisors, LLC IYG ($86.98) 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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