Strategies Wealth Advisors, LLC IUSV Holdings History
Strategies Wealth Advisors, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Strategies Wealth Advisors, LLC held 170,097.00 shares of ISHARES TRUST(IUSV), totaling $15.70 Mil. This investment constitutes 1.92% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0.08% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2021Q4. And since then Strategies Wealth Advisors, LLC has made 5 purchases of IUSV, at an average price of $71.04, for a total of 202,287.00 shares. In addition, there have been 7 sales at an average price of $81.87 for 32,190.00 shares. Based on historical transaction data and IUSV's current price of $97.07, Strategies Wealth Advisors, LLC's estimated gain on his IUSV holdings is $4.78 Mil, reflecting a 33.24% gain to date.
Strategies Wealth Advisors, LLC IUSV ($97.07) Holding Chart
Strategies Wealth Advisors, LLC IUSV ($97.07) 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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