Waldron Private Wealth LLC IXUS Holdings History
Waldron Private Wealth LLC's iShares Core MSCI Total International Stock ETF Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 2.67 Mil shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $186.05 Mil. This investment constitutes 8.78% of their stock portfolio, and Waldron Private Wealth LLC now holds 0.45% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2018Q4. And since then Waldron Private Wealth LLC has made 15 purchases of IXUS, at an average price of $61.64, for a total of 2.92 Mil shares. In addition, there have been 8 sales at an average price of $65.03 for 256,212.00 shares. Based on historical transaction data and IXUS's current price of $77.40, Waldron Private Wealth LLC's estimated gain on his IXUS holdings is $42.88 Mil, reflecting a 23.82% gain to date.
Waldron Private Wealth LLC IXUS ($77.40) Holding Chart
Waldron Private Wealth LLC IXUS ($77.40) 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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