Independence Wealth Advisors, Inc. IVE Holdings History
Independence Wealth Advisors, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2020-12-31, Independence Wealth Advisors, Inc. held 7,521.00 shares of iShares S&P 500 Value ETF(IVE), totaling $963,000.00. This investment constitutes 2.16% of their stock portfolio, and Independence Wealth Advisors, Inc. now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then Independence Wealth Advisors, Inc. has made 5 purchases of IVE, at an average price of $110.90, for a total of 83,178.00 shares. In addition, there have been 6 sales at an average price of $107.85 for 75,657.00 shares. Based on historical transaction data and IVE's current price of $197.34, Independence Wealth Advisors, Inc.'s estimated gain on his IVE holdings is $420,090.51, reflecting a 4.55% gain to date.
Independence Wealth Advisors, Inc. IVE ($197.34) Holding Chart
Independence Wealth Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
