JSF Financial, LLC IVE Holdings History
JSF Financial, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, JSF Financial, LLC held 6,884.00 shares of iShares S&P 500 Value ETF(IVE), totaling $1.31 Mil. This investment constitutes 0.35% of their stock portfolio, and JSF Financial, LLC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q4. And since then JSF Financial, LLC has made 11 purchases of IVE, at an average price of $130.14, for a total of 235,979.00 shares. In addition, there have been 13 sales at an average price of $146.52 for 229,095.00 shares. Based on historical transaction data and IVE's current price of $191.67, JSF Financial, LLC's estimated gain on his IVE holdings is $4.18 Mil, reflecting a 13.60% gain to date.
JSF Financial, LLC IVE ($191.67) Holding Chart
JSF Financial, LLC IVE ($191.67) 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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