Johnson Midwest Financial, LLC IVE Holdings History
Johnson Midwest Financial, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2023-09-30, Johnson Midwest Financial, LLC held 25,077.00 shares of iShares S&P 500 Value ETF(IVE), totaling $3.86 Mil. This investment constitutes 8.63% of their stock portfolio, and Johnson Midwest Financial, LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2021Q2. And since then Johnson Midwest Financial, LLC has made 4 purchases of IVE, at an average price of $151.06, for a total of 310,522.00 shares. In addition, there have been 5 sales at an average price of $148.42 for 285,445.00 shares. Based on historical transaction data and IVE's current price of $198.67, Johnson Midwest Financial, LLC's estimated gain on his IVE holdings is $439,138.26, reflecting a 0.94% gain to date.
Johnson Midwest Financial, LLC IVE ($198.67) Holding Chart
Johnson Midwest Financial, LLC IVE ($198.67) 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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