Cetera Investment Advisers IVE Holdings History
Cetera Investment Advisers's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Cetera Investment Advisers held 1.96 Mil shares of iShares S&P 500 Value ETF(IVE), totaling $373.55 Mil. This investment constitutes 0.72% of their stock portfolio, and Cetera Investment Advisers now holds 1% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then Cetera Investment Advisers has made 16 purchases of IVE, at an average price of $177.72, for a total of 2.04 Mil shares. In addition, there have been 12 sales at an average price of $151.84 for 75,277.00 shares. Based on historical transaction data and IVE's current price of $192.65, Cetera Investment Advisers's estimated gain on his IVE holdings is $27.30 Mil, reflecting a 7.55% gain to date.
Cetera Investment Advisers IVE ($192.65) Holding Chart
Cetera Investment Advisers IVE ($192.65) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
