Polaris Wealth Advisory Group, LLC IVE Holdings History
Polaris Wealth Advisory Group, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 252,298.00 shares of iShares S&P 500 Value ETF(IVE), totaling $38.81 Mil. This investment constitutes 2.95% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.16% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2014Q1. And since then Polaris Wealth Advisory Group, LLC has made 11 purchases of IVE, at an average price of $106.39, for a total of 987,537.00 shares. In addition, there have been 19 sales at an average price of $112.37 for 735,239.00 shares. Based on historical transaction data and IVE's current price of $196.55, Polaris Wealth Advisory Group, LLC's estimated gain on his IVE holdings is $27.14 Mil, reflecting a 25.83% gain to date.
Polaris Wealth Advisory Group, LLC IVE ($196.55) Holding Chart
Polaris Wealth Advisory Group, LLC IVE ($196.55) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
