Kilter Group LLC IVE Holdings History

Number of Shares
57,257.00
Current Holdings Value*
$10.91 Mil
% of Portfolio
7.13%
Total Estimate Gain
$138,919.98
% of Total Estimate Gain
1.23%

Kilter Group LLC's iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, Kilter Group LLC held 57,257.00 shares of iShares S&P 500 Value ETF(IVE), totaling $10.91 Mil. This investment constitutes 7.13% of their stock portfolio, and Kilter Group LLC now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2024Q4. And since then Kilter Group LLC has made 1 purchases of IVE, at an average price of $196.81, for a total of 57,257.00 shares. Based on historical transaction data and IVE's current price of $199.24, Kilter Group LLC's estimated gain on his IVE holdings is $138,919.98, reflecting a 1.23% gain to date.

Kilter Group LLC IVE ($199.24) Holding Chart

Kilter Group LLC IVE ($199.24) 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 %

Top Ranked Articles

  • 1