Modern Wealth Management, LLC IVE Holdings History
Modern Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Modern Wealth Management, LLC held 26,838.00 shares of iShares S&P 500 Value ETF(IVE), totaling $5.11 Mil. This investment constitutes 0.16% of their stock portfolio, and Modern Wealth Management, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2023Q4. And since then Modern Wealth Management, LLC has made 2 purchases of IVE, at an average price of $180.90, for a total of 693,037.00 shares. In addition, there have been 3 sales at an average price of $187.83 for 666,199.00 shares. Based on historical transaction data and IVE's current price of $197.34, Modern Wealth Management, LLC's estimated gain on his IVE holdings is $5.06 Mil, reflecting a 4.03% gain to date.
Modern Wealth Management, LLC IVE ($197.34) Holding Chart
Modern Wealth Management, LLC IVE ($197.34) 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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