Symphony Financial, Ltd. Co. IUSV Holdings History
Symphony Financial, Ltd. Co.'s ISHARES TRUST Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held 95,438.00 shares of ISHARES TRUST(IUSV), totaling $8.39 Mil. This investment constitutes 4.97% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0.04% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2020Q3. And since then Symphony Financial, Ltd. Co. has made 12 purchases of IUSV, at an average price of $73.61, for a total of 386,413.00 shares. In addition, there have been 7 sales at an average price of $78.03 for 290,975.00 shares. Based on historical transaction data and IUSV's current price of $95.90, Symphony Financial, Ltd. Co.'s estimated gain on his IUSV holdings is $3.42 Mil, reflecting a 12.01% gain to date.
Symphony Financial, Ltd. Co. IUSV ($95.90) Holding Chart
Symphony Financial, Ltd. Co. IUSV ($95.90) 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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