LPL Financial LLC IVE Holdings History
LPL Financial LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, LPL Financial LLC held 2,700.00 shares of iShares S&P 500 Value ETF(IVE), totaling $514,570.00. This investment constitutes 0% of their stock portfolio, and LPL Financial LLC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2014Q1. And since then LPL Financial LLC has made 23 purchases of IVE, at an average price of $146.27, for a total of 9.88 Mil shares. In addition, there have been 12 sales at an average price of $106.95 for 2.91 Mil shares. Based on historical transaction data and IVE's current price of $197.34, LPL Financial LLC's estimated gain on his IVE holdings is $242.10 Mil, reflecting a 16.75% gain to date.
LPL Financial LLC IVE ($197.34) Holding Chart
LPL Financial 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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