Copperleaf Capital, LLC IVE Holdings History
Copperleaf Capital, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Copperleaf Capital, LLC held 17,374.00 shares of iShares S&P 500 Value ETF(IVE), totaling $3.31 Mil. This investment constitutes 1.98% of their stock portfolio, and Copperleaf Capital, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then Copperleaf Capital, LLC has made 4 purchases of IVE, at an average price of $184.07, for a total of 17,548.00 shares. In addition, there have been 1 sales at an average price of $189.95 for 174.00 shares. Based on historical transaction data and IVE's current price of $198.88, Copperleaf Capital, LLC's estimated gain on his IVE holdings is $258,252.62, reflecting a 8.00% gain to date.
Copperleaf Capital, LLC IVE ($198.88) Holding Chart
Copperleaf Capital, LLC IVE ($198.88) 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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