Laird Norton Wetherby Wealth Management, LLC IVE Holdings History
Laird Norton Wetherby Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2024-12-31, Laird Norton Wetherby Wealth Management, LLC held 54,950.00 shares of iShares S&P 500 Value ETF(IVE), totaling $10.49 Mil. This investment constitutes 0.5% of their stock portfolio, and Laird Norton Wetherby Wealth Management, LLC now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2013Q4. And since then Laird Norton Wetherby Wealth Management, LLC has made 8 purchases of IVE, at an average price of $87.08, for a total of 133,686.00 shares. In addition, there have been 12 sales at an average price of $128.03 for 78,736.00 shares. Based on historical transaction data and IVE's current price of $192.51, Laird Norton Wetherby Wealth Management, LLC's estimated gain on his IVE holdings is $9.02 Mil, reflecting a 77.46% gain to date.
Laird Norton Wetherby Wealth Management, LLC IVE ($192.51) Holding Chart
Laird Norton Wetherby Wealth Management, LLC IVE ($192.51) 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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