Keystone Financial Services IVE Holdings History
Keystone Financial Services's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Keystone Financial Services held 75,227.00 shares of iShares S&P 500 Value ETF(IVE), totaling $14.34 Mil. This investment constitutes 5.46% of their stock portfolio, and Keystone Financial Services now holds 0.04% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then Keystone Financial Services has made 4 purchases of IVE, at an average price of $182.60, for a total of 75,565.00 shares. In addition, there have been 1 sales at an average price of $189.95 for 338.00 shares. Based on historical transaction data and IVE's current price of $200.17, Keystone Financial Services's estimated gain on his IVE holdings is $1.32 Mil, reflecting a 9.60% gain to date.
Keystone Financial Services IVE ($200.17) Holding Chart
Keystone Financial Services IVE ($200.17) 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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