Weil Company, Inc. IUSV Holdings History
Number of Shares
306,207.00
Current Holdings Value*
$28.26 Mil
% of Portfolio
8.43%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
6.16%
Weil Company, Inc.'s ISHARES TRUST Holding Summary
As of 2025-03-31, Weil Company, Inc. held 306,207.00 shares of ISHARES TRUST(IUSV), totaling $28.26 Mil. This investment constitutes 8.43% of their stock portfolio, and Weil Company, Inc. now holds 0.14% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2024Q1. And since then Weil Company, Inc. has made 5 purchases of IUSV, at an average price of $91.27, for a total of 306,207.00 shares. Based on historical transaction data and IUSV's current price of $96.90, Weil Company, Inc.'s estimated gain on his IUSV holdings is $1.72 Mil, reflecting a 6.16% gain to date.
Weil Company, Inc. IUSV ($96.90) Holding Chart
Weil Company, Inc. IUSV ($96.90) 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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