CAHILL FINANCIAL ADVISORS INC IVE Holdings History
CAHILL FINANCIAL ADVISORS INC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, CAHILL FINANCIAL ADVISORS INC held 108,248.00 shares of iShares S&P 500 Value ETF(IVE), totaling $20.63 Mil. This investment constitutes 2.8% of their stock portfolio, and CAHILL FINANCIAL ADVISORS INC now holds 0.06% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2014Q1. And since then CAHILL FINANCIAL ADVISORS INC has made 19 purchases of IVE, at an average price of $115.08, for a total of 233,336.00 shares. In addition, there have been 17 sales at an average price of $148.43 for 125,088.00 shares. Based on historical transaction data and IVE's current price of $193.52, CAHILL FINANCIAL ADVISORS INC's estimated gain on his IVE holdings is $12.66 Mil, reflecting a 47.15% gain to date.
CAHILL FINANCIAL ADVISORS INC IVE ($193.52) Holding Chart
CAHILL FINANCIAL ADVISORS INC IVE ($193.52) 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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