Cosner Financial Group, LLC IVE Holdings History
Cosner Financial Group, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Cosner Financial Group, LLC held 76,663.00 shares of iShares S&P 500 Value ETF(IVE), totaling $14.61 Mil. This investment constitutes 8.93% of their stock portfolio, and Cosner Financial Group, LLC now holds 0.04% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2023Q2. And since then Cosner Financial Group, LLC has made 6 purchases of IVE, at an average price of $162.23, for a total of 76,919.00 shares. In addition, there have been 1 sales at an average price of $189.95 for 256.00 shares. Based on historical transaction data and IVE's current price of $198.67, Cosner Financial Group, LLC's estimated gain on his IVE holdings is $2.80 Mil, reflecting a 22.44% gain to date.
Cosner Financial Group, LLC IVE ($198.67) Holding Chart
Cosner Financial Group, LLC IVE ($198.67) 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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