Advocacy Wealth Management Services, LLC IVE Holdings History
Advocacy Wealth Management Services, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Advocacy Wealth Management Services, LLC held 284,328.00 shares of iShares S&P 500 Value ETF(IVE), totaling $54.19 Mil. This investment constitutes 3.69% of their stock portfolio, and Advocacy Wealth Management Services, LLC now holds 0.14% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then Advocacy Wealth Management Services, LLC has made 5 purchases of IVE, at an average price of $185.37, for a total of 284,328.00 shares. Based on historical transaction data and IVE's current price of $199.92, Advocacy Wealth Management Services, LLC's estimated gain on his IVE holdings is $4.14 Mil, reflecting a 7.85% gain to date.
Advocacy Wealth Management Services, LLC IVE ($199.92) Holding Chart
Advocacy Wealth Management Services, LLC IVE ($199.92) 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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