Hoxton Planning & Management, LLC IVE Holdings History
Hoxton Planning & Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Hoxton Planning & Management, LLC held 24,077.00 shares of iShares S&P 500 Value ETF(IVE), totaling $4.59 Mil. This investment constitutes 1.75% of their stock portfolio, and Hoxton Planning & Management, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then Hoxton Planning & Management, LLC has made 4 purchases of IVE, at an average price of $183.44, for a total of 24,077.00 shares. Based on historical transaction data and IVE's current price of $195.42, Hoxton Planning & Management, LLC's estimated gain on his IVE holdings is $288,330.48, reflecting a 6.53% gain to date.
Hoxton Planning & Management, LLC IVE ($195.42) Holding Chart
Hoxton Planning & Management, LLC IVE ($195.42) 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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