Guardian Wealth Advisors, LLC IVE Holdings History
Guardian Wealth Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Guardian Wealth Advisors, LLC held 31,951.00 shares of iShares S&P 500 Value ETF(IVE), totaling $6.09 Mil. This investment constitutes 3.91% of their stock portfolio, and Guardian Wealth Advisors, LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2020Q4. And since then Guardian Wealth Advisors, LLC has made 11 purchases of IVE, at an average price of $128.79, for a total of 66,637.00 shares. In addition, there have been 6 sales at an average price of $192.38 for 34,686.00 shares. Based on historical transaction data and IVE's current price of $198.88, Guardian Wealth Advisors, LLC's estimated gain on his IVE holdings is $4.45 Mil, reflecting a 51.80% gain to date.
Guardian Wealth Advisors, LLC IVE ($198.88) Holding Chart
Guardian Wealth Advisors, LLC IVE ($198.88) 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 % | |||
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