Patriot Financial Group Insurance Agency, LLC IVE Holdings History
Patriot Financial Group Insurance Agency, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Patriot Financial Group Insurance Agency, LLC held 107,020.00 shares of iShares S&P 500 Value ETF(IVE), totaling $20.40 Mil. This investment constitutes 2.73% of their stock portfolio, and Patriot Financial Group Insurance Agency, LLC now holds 0.05% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then Patriot Financial Group Insurance Agency, LLC has made 17 purchases of IVE, at an average price of $168.45, for a total of 115,161.00 shares. In addition, there have been 5 sales at an average price of $156.67 for 8,141.00 shares. Based on historical transaction data and IVE's current price of $197.34, Patriot Financial Group Insurance Agency, LLC's estimated gain on his IVE holdings is $3.00 Mil, reflecting a 15.44% gain to date.
Patriot Financial Group Insurance Agency, LLC IVE ($197.34) Holding Chart
Patriot Financial Group Insurance Agency, 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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