Number of Shares
324,741.00
Current Holdings Value*
$17.81 Mil
% of Portfolio
2.92%
Total Estimate Gain
$14.04 Mil
% of Total Estimate Gain
76.75%

Steinberg Global Asset Management's ISHARES TRUST Holding Summary

As of 2019-03-31, Steinberg Global Asset Management held 324,741.00 shares of ISHARES TRUST(IUSV), totaling $17.81 Mil. This investment constitutes 2.92% of their stock portfolio, and Steinberg Global Asset Management now holds 0.2% of the outstanding ISHARES TRUST(IUSV) stock.

The initial trade took place in 2017Q3. And since then Steinberg Global Asset Management has made 5 purchases of IUSV, at an average price of $52.45, for a total of 348,678.00 shares. In addition, there have been 1 sales at an average price of $53.02 for 23,937.00 shares. Based on historical transaction data and IUSV's current price of $95.64, Steinberg Global Asset Management's estimated gain on his IUSV holdings is $14.04 Mil, reflecting a 76.75% gain to date.

Steinberg Global Asset Management IUSV ($95.64) Holding Chart

Steinberg Global Asset Management IUSV ($95.64) 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 %

Top Ranked Articles

  • 1