Windsor Wealth Management, Inc. IUSV Holdings History
Windsor Wealth Management, Inc.'s ISHARES TRUST Holding Summary
As of 2023-09-30, Windsor Wealth Management, Inc. held 603,241.00 shares of ISHARES TRUST(IUSV), totaling $45.01 Mil. This investment constitutes 8.24% of their stock portfolio, and Windsor Wealth Management, Inc. now holds 0.34% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2019Q4. And since then Windsor Wealth Management, Inc. has made 13 purchases of IUSV, at an average price of $64.06, for a total of 614,982.00 shares. In addition, there have been 3 sales at an average price of $69.86 for 11,741.00 shares. Based on historical transaction data and IUSV's current price of $95.64, Windsor Wealth Management, Inc.'s estimated gain on his IUSV holdings is $19.12 Mil, reflecting a 48.53% gain to date.
Windsor Wealth Management, Inc. IUSV ($95.64) Holding Chart
Windsor Wealth Management, Inc. IUSV ($95.64) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
