Ascension Capital Advisors, Inc. IVE Holdings History
Ascension Capital Advisors, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Ascension Capital Advisors, Inc. held 1,476.00 shares of iShares S&P 500 Value ETF(IVE), totaling $281,300.00. This investment constitutes 0.13% of their stock portfolio, and Ascension Capital Advisors, Inc. now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q3. And since then Ascension Capital Advisors, Inc. has made 2 purchases of IVE, at an average price of $198.17, for a total of 44,265.00 shares. In addition, there have been 1 sales at an average price of $193.50 for 42,789.00 shares. Based on historical transaction data and IVE's current price of $199.92, Ascension Capital Advisors, Inc.'s estimated gain on his IVE holdings is $-197,396.77, reflecting a -2.25% gain to date.
Ascension Capital Advisors, Inc. IVE ($199.92) Holding Chart
Ascension Capital Advisors, Inc. 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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