Objective Capital Management, LLC IVE Holdings History
Objective Capital Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Objective Capital Management, LLC held - shares of iShares S&P 500 Value ETF(IVE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Objective Capital Management, LLC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 4 purchases of IVE, at an average price of $152.30, for a total of 17,021.00 shares. In addition, there have been 8 sales at an average price of $187.36 for 17,021.00 shares. Based on historical transaction data and IVE's current price of $195.42, Objective Capital Management, LLC's estimated gain on his IVE holdings is $596,704.41, reflecting a 23.02% gain to date.
Objective Capital Management, LLC IVE ($195.42) Holding Chart
Objective Capital Management, LLC IVE ($195.42) 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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