Independent Solutions Wealth Management, LLC IVE Holdings History
Independent Solutions Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Independent Solutions Wealth Management, LLC held 77,037.00 shares of iShares S&P 500 Value ETF(IVE), totaling $14.68 Mil. This investment constitutes 3.29% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0.04% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2019Q4. And since then Independent Solutions Wealth Management, LLC has made 8 purchases of IVE, at an average price of $124.67, for a total of 166,565.00 shares. In addition, there have been 13 sales at an average price of $169.55 for 89,528.00 shares. Based on historical transaction data and IVE's current price of $198.88, Independent Solutions Wealth Management, LLC's estimated gain on his IVE holdings is $9.74 Mil, reflecting a 46.88% gain to date.
Independent Solutions Wealth Management, LLC IVE ($198.88) Holding Chart
Independent Solutions Wealth Management, LLC IVE ($198.88) 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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