Bay Harbor Wealth Management, LLC IVE Holdings History
Bay Harbor Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Bay Harbor Wealth Management, LLC held 47,953.00 shares of iShares S&P 500 Value ETF(IVE), totaling $9.14 Mil. This investment constitutes 2.89% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q4. And since then Bay Harbor Wealth Management, LLC has made 6 purchases of IVE, at an average price of $182.07, for a total of 49,448.00 shares. In addition, there have been 3 sales at an average price of $114.40 for 1,495.00 shares. Based on historical transaction data and IVE's current price of $198.95, Bay Harbor Wealth Management, LLC's estimated gain on his IVE holdings is $707,869.46, reflecting a 7.86% gain to date.
Bay Harbor Wealth Management, LLC IVE ($198.95) Holding Chart
Bay Harbor Wealth Management, LLC IVE ($198.95) 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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