Independent Solutions Wealth Management, LLC IVE Holdings History
Independent Solutions Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Independent Solutions Wealth Management, LLC held 77,798.00 shares of iShares S&P 500 Value ETF(IVE), totaling $15.20 Mil. This investment constitutes 2.97% 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 9 purchases of IVE, at an average price of $124.95, for a total of 167,326.00 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 $199.92, Independent Solutions Wealth Management, LLC's estimated gain on his IVE holdings is $9.83 Mil, reflecting a 47.00% gain to date.
Independent Solutions Wealth Management, LLC IVE ($199.92) Holding Chart
Independent Solutions Wealth Management, LLC IVE ($199.92) 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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