Broadview Financial Management, LLC IVE Holdings History
Broadview Financial Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Broadview Financial Management, LLC held 56,621.00 shares of iShares S&P 500 Value ETF(IVE), totaling $10.79 Mil. This investment constitutes 8.05% of their stock portfolio, and Broadview Financial Management, LLC now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then Broadview Financial Management, LLC has made 13 purchases of IVE, at an average price of $114.58, for a total of 90,938.00 shares. In addition, there have been 15 sales at an average price of $132.33 for 34,317.00 shares. Based on historical transaction data and IVE's current price of $193.49, Broadview Financial Management, LLC's estimated gain on his IVE holdings is $5.08 Mil, reflecting a 48.72% gain to date.
Broadview Financial Management, LLC IVE ($193.49) Holding Chart
Broadview Financial Management, LLC IVE ($193.49) 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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