Carbahal Olsen Financial Services Group, LLC IVE Holdings History
Carbahal Olsen Financial Services Group, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Carbahal Olsen Financial Services Group, LLC held 30,922.00 shares of iShares S&P 500 Value ETF(IVE), totaling $5.89 Mil. This investment constitutes 5.59% of their stock portfolio, and Carbahal Olsen Financial Services Group, LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $193.50 for 49.00 shares. Based on historical transaction data and IVE's current price of $199.90, Carbahal Olsen Financial Services Group, LLC's estimated gain on his IVE holdings is $47,072.03, reflecting a 0.77% gain to date.
Carbahal Olsen Financial Services Group, LLC IVE ($199.90) Holding Chart
Carbahal Olsen Financial Services Group, LLC IVE ($199.90) 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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