LWS Wealth Advisors, Inc. IVE Holdings History
LWS Wealth Advisors, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 85,027.00 shares of iShares S&P 500 Value ETF(IVE), totaling $14.79 Mil. This investment constitutes 5.55% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 0.05% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2019Q4. And since then LWS Wealth Advisors, Inc. has made 9 purchases of IVE, at an average price of $133.84, for a total of 114,422.00 shares. In addition, there have been 7 sales at an average price of $119.95 for 29,395.00 shares. Based on historical transaction data and IVE's current price of $197.34, LWS Wealth Advisors, Inc.'s estimated gain on his IVE holdings is $4.99 Mil, reflecting a 32.59% gain to date.
LWS Wealth Advisors, Inc. IVE ($197.34) Holding Chart
LWS Wealth Advisors, Inc. 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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