Efficient Advisors, LLC IVE Holdings History
Efficient Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Efficient Advisors, LLC held 34,570.00 shares of iShares S&P 500 Value ETF(IVE), totaling $6.59 Mil. This investment constitutes 0.43% of their stock portfolio, and Efficient Advisors, LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2013Q4. And since then Efficient Advisors, LLC has made 5 purchases of IVE, at an average price of $82.86, for a total of 482,385.00 shares. In addition, there have been 32 sales at an average price of $127.57 for 447,815.00 shares. Based on historical transaction data and IVE's current price of $197.46, Efficient Advisors, LLC's estimated gain on his IVE holdings is $23.98 Mil, reflecting a 60.00% gain to date.
Efficient Advisors, LLC IVE ($197.46) Holding Chart
Efficient Advisors, LLC IVE ($197.46) 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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