Halpern Financial, Inc. IVE Holdings History
Halpern Financial, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 254,034.00 shares of iShares S&P 500 Value ETF(IVE), totaling $49.87 Mil. This investment constitutes 12.83% of their stock portfolio, and Halpern Financial, Inc. now holds 0.14% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 9 purchases of IVE, at an average price of $127.54, for a total of 281,683.00 shares. In addition, there have been 6 sales at an average price of $171.95 for 27,649.00 shares. Based on historical transaction data and IVE's current price of $197.34, Halpern Financial, Inc.'s estimated gain on his IVE holdings is $18.96 Mil, reflecting a 52.77% gain to date.
Halpern Financial, Inc. IVE ($197.34) Holding Chart
Halpern Financial, Inc. IVE ($197.34) 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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