My Legacy Advisors, LLC IVE Holdings History
My Legacy Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, My Legacy Advisors, LLC held 16,565.00 shares of iShares S&P 500 Value ETF(IVE), totaling $3.16 Mil. This investment constitutes 1.22% of their stock portfolio, and My Legacy Advisors, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then My Legacy Advisors, LLC has made 4 purchases of IVE, at an average price of $181.85, for a total of 23,700.00 shares. In addition, there have been 1 sales at an average price of $189.95 for 7,135.00 shares. Based on historical transaction data and IVE's current price of $198.67, My Legacy Advisors, LLC's estimated gain on his IVE holdings is $336,463.22, reflecting a 7.81% gain to date.
My Legacy Advisors, LLC IVE ($198.67) Holding Chart
My Legacy Advisors, LLC IVE ($198.67) 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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