Clarfeld Financial Advisors, LLC IVE Holdings History
Number of Shares
34,242.00
Current Holdings Value*
$3.46 Mil
% of Portfolio
2.94%
Total Estimate Gain
$3.02 Mil
% of Total Estimate Gain
80.90%
Clarfeld Financial Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2018-12-31, Clarfeld Financial Advisors, LLC held 34,242.00 shares of iShares S&P 500 Value ETF(IVE), totaling $3.46 Mil. This investment constitutes 2.94% of their stock portfolio, and Clarfeld Financial Advisors, LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q4. Based on historical transaction data and IVE's current price of $197.34, Clarfeld Financial Advisors, LLC's estimated gain on his IVE holdings is $3.02 Mil, reflecting a 80.90% gain to date.
Clarfeld Financial Advisors, LLC IVE ($197.34) Holding Chart
Clarfeld Financial Advisors, LLC IVE ($197.34) 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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