Strategies Wealth Advisors, LLC IUSG Holdings History
Strategies Wealth Advisors, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Strategies Wealth Advisors, LLC held 179,796.00 shares of ISHARES TRUST(IUSG), totaling $22.85 Mil. This investment constitutes 2.79% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0.12% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2021Q4. And since then Strategies Wealth Advisors, LLC has made 4 purchases of IUSG, at an average price of $90.86, for a total of 268,422.00 shares. In addition, there have been 8 sales at an average price of $111.66 for 88,626.00 shares. Based on historical transaction data and IUSG's current price of $154.48, Strategies Wealth Advisors, LLC's estimated gain on his IUSG holdings is $13.28 Mil, reflecting a 54.47% gain to date.
Strategies Wealth Advisors, LLC IUSG ($154.48) Holding Chart
Strategies Wealth Advisors, LLC IUSG ($154.48) 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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