High Falls Advisors, Inc IVE Holdings History
High Falls Advisors, Inc's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, High Falls Advisors, Inc held 104,833.00 shares of iShares S&P 500 Value ETF(IVE), totaling $19.98 Mil. This investment constitutes 4.69% of their stock portfolio, and High Falls Advisors, Inc now holds 0.05% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q4. And since then High Falls Advisors, Inc has made 5 purchases of IVE, at an average price of $181.62, for a total of 108,574.00 shares. In addition, there have been 4 sales at an average price of $164.82 for 3,741.00 shares. Based on historical transaction data and IVE's current price of $196.55, High Falls Advisors, Inc's estimated gain on his IVE holdings is $1.50 Mil, reflecting a 7.62% gain to date.
High Falls Advisors, Inc IVE ($196.55) Holding Chart
High Falls Advisors, Inc IVE ($196.55) 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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