Neumann Capital Management, LLC IVE Holdings History
Neumann Capital Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Neumann Capital Management, LLC held 9,895.00 shares of iShares S&P 500 Value ETF(IVE), totaling $1.93 Mil. This investment constitutes 0.61% of their stock portfolio, and Neumann Capital Management, LLC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2014Q4. And since then Neumann Capital Management, LLC has made 3 purchases of IVE, at an average price of $142.33, for a total of 11,515.00 shares. In addition, there have been 1 sales at an average price of $186.34 for 1,620.00 shares. Based on historical transaction data and IVE's current price of $199.97, Neumann Capital Management, LLC's estimated gain on his IVE holdings is $641,688.10, reflecting a 39.15% gain to date.
Neumann Capital Management, LLC IVE ($199.97) Holding Chart
Neumann Capital Management, LLC IVE ($199.97) 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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