Centerpoint Advisors, LLC IVE Holdings History
Centerpoint Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Centerpoint Advisors, LLC held 38,831.00 shares of iShares S&P 500 Value ETF(IVE), totaling $7.40 Mil. This investment constitutes 2.73% of their stock portfolio, and Centerpoint Advisors, LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then Centerpoint Advisors, LLC has made 6 purchases of IVE, at an average price of $111.53, for a total of 228,931.00 shares. In addition, there have been 21 sales at an average price of $113.91 for 190,100.00 shares. Based on historical transaction data and IVE's current price of $199.92, Centerpoint Advisors, LLC's estimated gain on his IVE holdings is $3.88 Mil, reflecting a 15.21% gain to date.
Centerpoint Advisors, LLC IVE ($199.92) Holding Chart
Centerpoint Advisors, LLC IVE ($199.92) 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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