Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$2.86 Mil
% of Total Estimate Gain
2.57%

Pinkerton Retirement Specialists, LLC's iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, Pinkerton Retirement Specialists, LLC held - shares of iShares S&P 500 Value ETF(IVE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Pinkerton Retirement Specialists, LLC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2022Q1. And since then Pinkerton Retirement Specialists, LLC has made 7 purchases of IVE, at an average price of $164.64, for a total of 676,314.00 shares. In addition, there have been 5 sales at an average price of $168.87 for 676,314.00 shares. Based on historical transaction data and IVE's current price of $200.17, Pinkerton Retirement Specialists, LLC's estimated gain on his IVE holdings is $2.86 Mil, reflecting a 2.57% gain to date.

Pinkerton Retirement Specialists, LLC IVE ($200.17) Holding Chart

Pinkerton Retirement Specialists, LLC IVE ($200.17) 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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