CX Institutional IVE Holdings History
CX Institutional's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, CX Institutional held 281,643.00 shares of iShares S&P 500 Value ETF(IVE), totaling $53.68 Mil. This investment constitutes 2.03% of their stock portfolio, and CX Institutional now holds 0.14% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then CX Institutional has made 15 purchases of IVE, at an average price of $162.87, for a total of 350,702.00 shares. In addition, there have been 9 sales at an average price of $145.54 for 69,059.00 shares. Based on historical transaction data and IVE's current price of $194.35, CX Institutional's estimated gain on his IVE holdings is $7.67 Mil, reflecting a 13.43% gain to date.
CX Institutional IVE ($194.35) Holding Chart
CX Institutional IVE ($194.35) 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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