MCMORGAN & CO LLC IVE Holdings History
MCMORGAN & CO LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, MCMORGAN & CO LLC held 85,362.00 shares of iShares S&P 500 Value ETF(IVE), totaling $16.27 Mil. This investment constitutes 2.6% of their stock portfolio, and MCMORGAN & CO LLC now holds 0.04% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2025Q1. And since then MCMORGAN & CO LLC has made 1 purchases of IVE, at an average price of $193.50, for a total of 85,362.00 shares. Based on historical transaction data and IVE's current price of $198.21, MCMORGAN & CO LLC's estimated gain on his IVE holdings is $402,055.02, reflecting a 2.43% gain to date.
MCMORGAN & CO LLC IVE ($198.21) Holding Chart
MCMORGAN & CO LLC IVE ($198.21) 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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