Prism Advisors, Inc. IVE Holdings History
Prism Advisors, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Prism Advisors, Inc. held - shares of iShares S&P 500 Value ETF(IVE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Prism Advisors, Inc. now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then Prism Advisors, Inc. has made 4 purchases of IVE, at an average price of $179.77, for a total of 102,530.00 shares. In addition, there have been 7 sales at an average price of $185.60 for 102,530.00 shares. Based on historical transaction data and IVE's current price of $200.17, Prism Advisors, Inc.'s estimated gain on his IVE holdings is $598,216.02, reflecting a 3.25% gain to date.
Prism Advisors, Inc. IVE ($200.17) Holding Chart
Prism Advisors, Inc. 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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