Number of Shares
131,108.00
Current Holdings Value*
$20.54 Mil
% of Portfolio
8.47%
Total Estimate Gain
$11.39 Mil
% of Total Estimate Gain
57.01%

MIRSKY FINANCIAL MANAGEMENT CORP.'s iShares S&P 500 Value ETF Holding Summary

As of 2021-12-31, MIRSKY FINANCIAL MANAGEMENT CORP. held 131,108.00 shares of iShares S&P 500 Value ETF(IVE), totaling $20.54 Mil. This investment constitutes 8.47% of their stock portfolio, and MIRSKY FINANCIAL MANAGEMENT CORP. now holds 0.08% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2018Q4. And since then MIRSKY FINANCIAL MANAGEMENT CORP. has made 7 purchases of IVE, at an average price of $111.83, for a total of 178,737.00 shares. In addition, there have been 5 sales at an average price of $108.59 for 47,629.00 shares. Based on historical transaction data and IVE's current price of $199.92, MIRSKY FINANCIAL MANAGEMENT CORP.'s estimated gain on his IVE holdings is $11.39 Mil, reflecting a 57.01% gain to date.

MIRSKY FINANCIAL MANAGEMENT CORP. IVE ($199.92) Holding Chart

MIRSKY FINANCIAL MANAGEMENT CORP. IVE ($199.92) 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 %

Top Ranked Articles

  • 1