Summit Equities Inc IUSV Holdings History
Summit Equities Inc's ISHARES TRUST Holding Summary
As of 2018-09-30, Summit Equities Inc held 29,855.00 shares of ISHARES TRUST(IUSV), totaling $1.68 Mil. This investment constitutes 0.29% of their stock portfolio, and Summit Equities Inc now holds 0.02% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2018Q2. And since then Summit Equities Inc has made 2 purchases of IUSV, at an average price of $53.91, for a total of 29,855.00 shares. Based on historical transaction data and IUSV's current price of $94.97, Summit Equities Inc's estimated gain on his IUSV holdings is $1.23 Mil, reflecting a 76.16% gain to date.
Summit Equities Inc IUSV ($94.97) Holding Chart
Summit Equities Inc IUSV ($94.97) 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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