Icon Wealth Advisors, LLC IVE Holdings History
Icon Wealth Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 154,708.00 shares of iShares S&P 500 Value ETF(IVE), totaling $29.48 Mil. This investment constitutes 2.43% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.08% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 4 purchases of IVE, at an average price of $184.51, for a total of 156,648.00 shares. In addition, there have been 2 sales at an average price of $166.15 for 1,940.00 shares. Based on historical transaction data and IVE's current price of $200.17, Icon Wealth Advisors, LLC's estimated gain on his IVE holdings is $2.39 Mil, reflecting a 8.26% gain to date.
Icon Wealth Advisors, LLC IVE ($200.17) Holding Chart
Icon Wealth Advisors, LLC IVE ($200.17) 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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