Barnes Wealth Management Group, Inc IVE Holdings History
Barnes Wealth Management Group, Inc's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Barnes Wealth Management Group, Inc held 20,107.00 shares of iShares S&P 500 Value ETF(IVE), totaling $3.83 Mil. This investment constitutes 2.46% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q4. And since then Barnes Wealth Management Group, Inc has made 1 purchases of IVE, at an average price of $197.13, for a total of 20,107.00 shares. Based on historical transaction data and IVE's current price of $197.82, Barnes Wealth Management Group, Inc's estimated gain on his IVE holdings is $13,865.81, reflecting a 0.35% gain to date.
Barnes Wealth Management Group, Inc IVE ($197.82) Holding Chart
Barnes Wealth Management Group, Inc IVE ($197.82) 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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