PHILLIPS FINANCIAL MANAGEMENT, LLC IVE Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 183,276.00 shares of iShares S&P 500 Value ETF(IVE), totaling $34.93 Mil. This investment constitutes 2.7% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 0.09% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2013Q4. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 20 purchases of IVE, at an average price of $92.92, for a total of 431,541.00 shares. In addition, there have been 17 sales at an average price of $157.91 for 248,265.00 shares. Based on historical transaction data and IVE's current price of $197.34, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his IVE holdings is $35.27 Mil, reflecting a 87.97% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC IVE ($197.34) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, LLC IVE ($197.34) 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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