Guidance Point Advisors, LLC IVE Holdings History
Guidance Point Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Guidance Point Advisors, LLC held 61,793.00 shares of iShares S&P 500 Value ETF(IVE), totaling $11.78 Mil. This investment constitutes 3.35% of their stock portfolio, and Guidance Point Advisors, LLC now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q4. And since then Guidance Point Advisors, LLC has made 18 purchases of IVE, at an average price of $125.79, for a total of 77,219.00 shares. In addition, there have been 7 sales at an average price of $116.64 for 15,426.00 shares. Based on historical transaction data and IVE's current price of $199.19, Guidance Point Advisors, LLC's estimated gain on his IVE holdings is $4.39 Mil, reflecting a 45.25% gain to date.
Guidance Point Advisors, LLC IVE ($199.19) Holding Chart
Guidance Point Advisors, LLC IVE ($199.19) 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
