Ascent Group, LLC IVE Holdings History
Ascent Group, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Ascent Group, LLC held 290,047.00 shares of iShares S&P 500 Value ETF(IVE), totaling $55.28 Mil. This investment constitutes 2.37% of their stock portfolio, and Ascent Group, LLC now holds 0.15% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2023Q4. And since then Ascent Group, LLC has made 6 purchases of IVE, at an average price of $190.08, for a total of 290,047.00 shares. Based on historical transaction data and IVE's current price of $197.59, Ascent Group, LLC's estimated gain on his IVE holdings is $2.18 Mil, reflecting a 3.95% gain to date.
Ascent Group, LLC IVE ($197.59) Holding Chart
Ascent Group, LLC IVE ($197.59) 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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