Stonebridge Financial Planning Group, LLC IUSG Holdings History
Stonebridge Financial Planning Group, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 30,917.00 shares of ISHARES TRUST(IUSG), totaling $3.93 Mil. This investment constitutes 1.79% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.02% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2019Q4. And since then Stonebridge Financial Planning Group, LLC has made 6 purchases of IUSG, at an average price of $67.83, for a total of 50,187.00 shares. In addition, there have been 15 sales at an average price of $98.65 for 19,270.00 shares. Based on historical transaction data and IUSG's current price of $153.50, Stonebridge Financial Planning Group, LLC's estimated gain on his IUSG holdings is $3.24 Mil, reflecting a 95.26% gain to date.
Stonebridge Financial Planning Group, LLC IUSG ($153.50) Holding Chart
Stonebridge Financial Planning Group, LLC IUSG ($153.50) 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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