Peninsula Wealth, LLC IVE Holdings History
Peninsula Wealth, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2024-12-31, Peninsula Wealth, LLC held 279,913.00 shares of iShares S&P 500 Value ETF(IVE), totaling $53.43 Mil. This investment constitutes 9.11% of their stock portfolio, and Peninsula Wealth, LLC now holds 0.15% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2020Q1. And since then Peninsula Wealth, LLC has made 19 purchases of IVE, at an average price of $159.40, for a total of 282,439.00 shares. In addition, there have been 1 sales at an average price of $146.80 for 2,526.00 shares. Based on historical transaction data and IVE's current price of $195.88, Peninsula Wealth, LLC's estimated gain on his IVE holdings is $10.18 Mil, reflecting a 22.61% gain to date.
Peninsula Wealth, LLC IVE ($195.88) Holding Chart
Peninsula Wealth, LLC IVE ($195.88) 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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