5T Wealth, LLC IVE Holdings History
5T Wealth, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, 5T Wealth, LLC held 26,112.00 shares of iShares S&P 500 Value ETF(IVE), totaling $4.98 Mil. This investment constitutes 2.67% of their stock portfolio, and 5T Wealth, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q4. And since then 5T Wealth, LLC has made 1 purchases of IVE, at an average price of $198.32, for a total of 26,112.00 shares. Based on historical transaction data and IVE's current price of $197.34, 5T Wealth, LLC's estimated gain on his IVE holdings is $-25,595.07, reflecting a -0.49% gain to date.
5T Wealth, LLC IVE ($197.34) Holding Chart
5T Wealth, LLC IVE ($197.34) 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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