Horizon Wealth Management, LLC IVE Holdings History
Horizon Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Horizon Wealth Management, LLC held 189,783.00 shares of iShares S&P 500 Value ETF(IVE), totaling $36.17 Mil. This investment constitutes 6.1% of their stock portfolio, and Horizon Wealth Management, LLC now holds 0.1% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q3. And since then Horizon Wealth Management, LLC has made 2 purchases of IVE, at an average price of $193.22, for a total of 206,295.00 shares. In addition, there have been 1 sales at an average price of $198.37 for 16,512.00 shares. Based on historical transaction data and IVE's current price of $197.76, Horizon Wealth Management, LLC's estimated gain on his IVE holdings is $947,506.62, reflecting a 2.38% gain to date.
Horizon Wealth Management, LLC IVE ($197.76) Holding Chart
Horizon Wealth Management, LLC IVE ($197.76) 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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