Koss-Olinger Consulting, LLC IVE Holdings History
Koss-Olinger Consulting, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Koss-Olinger Consulting, LLC held 170,188.00 shares of iShares S&P 500 Value ETF(IVE), totaling $32.43 Mil. This investment constitutes 2.73% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 0.09% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2021Q1. And since then Koss-Olinger Consulting, LLC has made 10 purchases of IVE, at an average price of $164.06, for a total of 617,789.00 shares. In addition, there have been 6 sales at an average price of $179.24 for 447,601.00 shares. Based on historical transaction data and IVE's current price of $197.34, Koss-Olinger Consulting, LLC's estimated gain on his IVE holdings is $12.46 Mil, reflecting a 12.29% gain to date.
Koss-Olinger Consulting, LLC IVE ($197.34) Holding Chart
Koss-Olinger Consulting, LLC IVE ($197.34) 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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