Michelson Medical Research Foundation, Inc. IVE Holdings History
Number of Shares
51,905.00
Current Holdings Value*
$9.89 Mil
% of Portfolio
8.28%
Total Estimate Gain
$3.35 Mil
% of Total Estimate Gain
25.29%
Michelson Medical Research Foundation, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Michelson Medical Research Foundation, Inc. held 51,905.00 shares of iShares S&P 500 Value ETF(IVE), totaling $9.89 Mil. This investment constitutes 8.28% of their stock portfolio, and Michelson Medical Research Foundation, Inc. now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q4. In addition, there have been 1 sales at an average price of $150.47 for 41,180.00 shares. Based on historical transaction data and IVE's current price of $199.96, Michelson Medical Research Foundation, Inc.'s estimated gain on his IVE holdings is $3.35 Mil, reflecting a 25.29% gain to date.
Michelson Medical Research Foundation, Inc. IVE ($199.96) Holding Chart
Michelson Medical Research Foundation, Inc. IVE ($199.96) 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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