EHRLICH FINANCIAL GROUP IVE Holdings History
EHRLICH FINANCIAL GROUP's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 41,534.00 shares of iShares S&P 500 Value ETF(IVE), totaling $8.12 Mil. This investment constitutes 5.26% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 3 purchases of IVE, at an average price of $172.14, for a total of 49,231.00 shares. In addition, there have been 3 sales at an average price of $190.50 for 7,697.00 shares. Based on historical transaction data and IVE's current price of $197.59, EHRLICH FINANCIAL GROUP's estimated gain on his IVE holdings is $1.20 Mil, reflecting a 14.14% gain to date.
EHRLICH FINANCIAL GROUP IVE ($197.59) Holding Chart
EHRLICH FINANCIAL GROUP IVE ($197.59) 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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