Lighthouse Financial LLC IVE Holdings History
Lighthouse Financial LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Lighthouse Financial LLC held 34,149.00 shares of iShares S&P 500 Value ETF(IVE), totaling $6.51 Mil. This investment constitutes 5.62% of their stock portfolio, and Lighthouse Financial LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $193.50 for 500.00 shares. Based on historical transaction data and IVE's current price of $200.17, Lighthouse Financial LLC's estimated gain on his IVE holdings is $59,033.20, reflecting a 0.86% gain to date.
Lighthouse Financial LLC IVE ($200.17) Holding Chart
Lighthouse Financial LLC IVE ($200.17) 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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