Trek Financial, LLC IUSV Holdings History
Trek Financial, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Trek Financial, LLC held 256,197.00 shares of ISHARES TRUST(IUSV), totaling $23.64 Mil. This investment constitutes 1.71% of their stock portfolio, and Trek Financial, LLC now holds 0.12% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2022Q4. And since then Trek Financial, LLC has made 5 purchases of IUSV, at an average price of $74.47, for a total of 1.02 Mil shares. In addition, there have been 5 sales at an average price of $78.26 for 758,926.00 shares. Based on historical transaction data and IUSV's current price of $96.45, Trek Financial, LLC's estimated gain on his IUSV holdings is $8.51 Mil, reflecting a 11.26% gain to date.
Trek Financial, LLC IUSV ($96.45) Holding Chart
Trek Financial, LLC IUSV ($96.45) 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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