PAX Financial Group, LLC IVE Holdings History
PAX Financial Group, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, PAX Financial Group, LLC held 67,267.00 shares of iShares S&P 500 Value ETF(IVE), totaling $12.82 Mil. This investment constitutes 2.27% of their stock portfolio, and PAX Financial Group, LLC now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2023Q4. And since then PAX Financial Group, LLC has made 6 purchases of IVE, at an average price of $174.47, for a total of 67,267.00 shares. Based on historical transaction data and IVE's current price of $196.49, PAX Financial Group, LLC's estimated gain on his IVE holdings is $1.48 Mil, reflecting a 12.62% gain to date.
PAX Financial Group, LLC IVE ($196.49) Holding Chart
PAX Financial Group, LLC IVE ($196.49) 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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