Alta Wealth Advisors LLC IVE Holdings History
Alta Wealth Advisors LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held 9,771.00 shares of iShares S&P 500 Value ETF(IVE), totaling $1.86 Mil. This investment constitutes 0.85% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2020Q4. And since then Alta Wealth Advisors LLC has made 10 purchases of IVE, at an average price of $157.88, for a total of 16,423.00 shares. In addition, there have been 7 sales at an average price of $185.20 for 6,652.00 shares. Based on historical transaction data and IVE's current price of $197.20, Alta Wealth Advisors LLC's estimated gain on his IVE holdings is $565,948.92, reflecting a 21.83% gain to date.
Alta Wealth Advisors LLC IVE ($197.20) Holding Chart
Alta Wealth Advisors LLC IVE ($197.20) 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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