Venturi Wealth Management, LLC IUSV Holdings History
Venturi Wealth Management, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, Venturi Wealth Management, LLC held 414,772.00 shares of ISHARES TRUST(IUSV), totaling $39.25 Mil. This investment constitutes 1.94% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0.19% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2022Q4. And since then Venturi Wealth Management, LLC has made 5 purchases of IUSV, at an average price of $79.39, for a total of 2.41 Mil shares. In addition, there have been 6 sales at an average price of $84.56 for 1.99 Mil shares. Based on historical transaction data and IUSV's current price of $97.07, Venturi Wealth Management, LLC's estimated gain on his IUSV holdings is $17.64 Mil, reflecting a 9.22% gain to date.
Venturi Wealth Management, LLC IUSV ($97.07) Holding Chart
Venturi Wealth Management, 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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