NewEdge Advisors, LLC IVE Holdings History
NewEdge Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, NewEdge Advisors, LLC held 733,872.00 shares of iShares S&P 500 Value ETF(IVE), totaling $139.86 Mil. This investment constitutes 0.83% of their stock portfolio, and NewEdge Advisors, LLC now holds 0.37% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then NewEdge Advisors, LLC has made 16 purchases of IVE, at an average price of $183.63, for a total of 769,383.00 shares. In addition, there have been 12 sales at an average price of $121.41 for 35,511.00 shares. Based on historical transaction data and IVE's current price of $200.17, NewEdge Advisors, LLC's estimated gain on his IVE holdings is $9.93 Mil, reflecting a 7.03% gain to date.
NewEdge Advisors, LLC IVE ($200.17) Holding Chart
NewEdge Advisors, LLC IVE ($200.17) 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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