Number of Shares
52,777.00
Current Holdings Value*
$10.41 Mil
% of Portfolio
5.47%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
11.62%

Alternative Investment Advisors, LLC.'s iShares S&P 500 Value ETF Holding Summary

As of 2024-09-30, Alternative Investment Advisors, LLC. held 52,777.00 shares of iShares S&P 500 Value ETF(IVE), totaling $10.41 Mil. This investment constitutes 5.47% of their stock portfolio, and Alternative Investment Advisors, LLC. now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2024Q1. And since then Alternative Investment Advisors, LLC. has made 2 purchases of IVE, at an average price of $177.78, for a total of 55,500.00 shares. In addition, there have been 1 sales at an average price of $189.95 for 2,723.00 shares. Based on historical transaction data and IVE's current price of $198.88, Alternative Investment Advisors, LLC.'s estimated gain on his IVE holdings is $1.15 Mil, reflecting a 11.62% gain to date.

Alternative Investment Advisors, LLC. IVE ($198.88) Holding Chart

Alternative Investment Advisors, LLC. IVE ($198.88) 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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