Ironwood Financial, Llc IVE Holdings History
Ironwood Financial, llc's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Ironwood Financial, llc held 97,349.00 shares of iShares S&P 500 Value ETF(IVE), totaling $18.55 Mil. This investment constitutes 3.98% of their stock portfolio, and Ironwood Financial, llc now holds 0.05% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2014Q4. And since then Ironwood Financial, llc has made 19 purchases of IVE, at an average price of $116.50, for a total of 154,416.00 shares. In addition, there have been 11 sales at an average price of $124.54 for 57,067.00 shares. Based on historical transaction data and IVE's current price of $198.88, Ironwood Financial, llc's estimated gain on his IVE holdings is $8.48 Mil, reflecting a 47.13% gain to date.
Ironwood Financial, llc IVE ($198.88) Holding Chart
Ironwood Financial, 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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