DURANTE & WATERS, LLC IVE Holdings History
DURANTE & WATERS, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, DURANTE & WATERS, LLC held 73,846.00 shares of iShares S&P 500 Value ETF(IVE), totaling $14.07 Mil. This investment constitutes 11.83% of their stock portfolio, and DURANTE & WATERS, LLC now holds 0.04% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $193.04 for 42,071.00 shares. Based on historical transaction data and IVE's current price of $199.88, DURANTE & WATERS, LLC's estimated gain on his IVE holdings is $4.25 Mil, reflecting a 22.81% gain to date.
DURANTE & WATERS, LLC IVE ($199.88) Holding Chart
DURANTE & WATERS, LLC IVE ($199.88) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
