Clear Creek Financial Management, LLC IVE Holdings History
Clear Creek Financial Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Clear Creek Financial Management, LLC held 11,924.00 shares of iShares S&P 500 Value ETF(IVE), totaling $2.33 Mil. This investment constitutes 0.22% of their stock portfolio, and Clear Creek Financial Management, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2020Q3. And since then Clear Creek Financial Management, LLC has made 8 purchases of IVE, at an average price of $143.88, for a total of 552,355.00 shares. In addition, there have been 7 sales at an average price of $149.30 for 540,431.00 shares. Based on historical transaction data and IVE's current price of $199.92, Clear Creek Financial Management, LLC's estimated gain on his IVE holdings is $3.60 Mil, reflecting a 4.53% gain to date.
Clear Creek Financial Management, LLC IVE ($199.92) Holding Chart
Clear Creek Financial Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
