MAI Capital Management IVE Holdings History
MAI Capital Management's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, MAI Capital Management held 985,720.00 shares of iShares S&P 500 Value ETF(IVE), totaling $187.86 Mil. This investment constitutes 1.42% of their stock portfolio, and MAI Capital Management now holds 0.5% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2014Q4. And since then MAI Capital Management has made 32 purchases of IVE, at an average price of $151.01, for a total of 1.05 Mil shares. In addition, there have been 2 sales at an average price of $176.09 for 61,788.00 shares. Based on historical transaction data and IVE's current price of $197.53, MAI Capital Management's estimated gain on his IVE holdings is $47.41 Mil, reflecting a 29.97% gain to date.
MAI Capital Management IVE ($197.53) Holding Chart
MAI Capital Management IVE ($197.53) 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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