PACIFIC FINANCIAL GROUP INC IVE Holdings History
PACIFIC FINANCIAL GROUP INC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held 28,798.00 shares of iShares S&P 500 Value ETF(IVE), totaling $5.63 Mil. This investment constitutes 4.39% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2013Q4. And since then PACIFIC FINANCIAL GROUP INC has made 21 purchases of IVE, at an average price of $113.60, for a total of 87,604.00 shares. In addition, there have been 13 sales at an average price of $131.82 for 58,806.00 shares. Based on historical transaction data and IVE's current price of $198.64, PACIFIC FINANCIAL GROUP INC's estimated gain on his IVE holdings is $3.52 Mil, reflecting a 35.37% gain to date.
PACIFIC FINANCIAL GROUP INC IVE ($198.64) Holding Chart
PACIFIC FINANCIAL GROUP INC IVE ($198.64) 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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