Pettinga Financial Advisors LLC IVE Holdings History
Pettinga Financial Advisors LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Pettinga Financial Advisors LLC held 99,644.00 shares of iShares S&P 500 Value ETF(IVE), totaling $18.99 Mil. This investment constitutes 4.47% of their stock portfolio, and Pettinga Financial Advisors LLC now holds 0.05% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then Pettinga Financial Advisors LLC has made 4 purchases of IVE, at an average price of $181.87, for a total of 100,935.00 shares. In addition, there have been 1 sales at an average price of $189.95 for 1,291.00 shares. Based on historical transaction data and IVE's current price of $197.89, Pettinga Financial Advisors LLC's estimated gain on his IVE holdings is $1.61 Mil, reflecting a 8.75% gain to date.
Pettinga Financial Advisors LLC IVE ($197.89) Holding Chart
Pettinga Financial Advisors LLC IVE ($197.89) 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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