Integer Wealth Advisors Group LLC IVE Holdings History
Integer Wealth Advisors Group LLC's iShares S&P 500 Value ETF Holding Summary
As of 2021-03-31, Integer Wealth Advisors Group LLC held 57,659.00 shares of iShares S&P 500 Value ETF(IVE), totaling $8.30 Mil. This investment constitutes 4.57% of their stock portfolio, and Integer Wealth Advisors Group 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 Integer Wealth Advisors Group LLC has made 3 purchases of IVE, at an average price of $128.84, for a total of 57,812.00 shares. In addition, there have been 1 sales at an average price of $112.59 for 153.00 shares. Based on historical transaction data and IVE's current price of $197.34, Integer Wealth Advisors Group LLC's estimated gain on his IVE holdings is $3.95 Mil, reflecting a 52.99% gain to date.
Integer Wealth Advisors Group LLC IVE ($197.34) Holding Chart
Integer Wealth Advisors Group LLC 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 % | |||
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