Frank, Rimerman Advisors LLC IVE Holdings History
Frank, Rimerman Advisors LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Frank, Rimerman Advisors LLC held 243,910.00 shares of iShares S&P 500 Value ETF(IVE), totaling $46.48 Mil. This investment constitutes 3.68% of their stock portfolio, and Frank, Rimerman Advisors LLC now holds 0.12% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q2. And since then Frank, Rimerman Advisors LLC has made 3 purchases of IVE, at an average price of $140.79, for a total of 269,955.00 shares. In addition, there have been 1 sales at an average price of $193.50 for 26,045.00 shares. Based on historical transaction data and IVE's current price of $199.92, Frank, Rimerman Advisors LLC's estimated gain on his IVE holdings is $15.80 Mil, reflecting a 41.56% gain to date.
Frank, Rimerman Advisors LLC IVE ($199.92) Holding Chart
Frank, Rimerman Advisors LLC IVE ($199.92) 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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