Probity Advisors, Inc. IVE Holdings History
Probity Advisors, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Probity Advisors, Inc. held 274,448.00 shares of iShares S&P 500 Value ETF(IVE), totaling $52.30 Mil. This investment constitutes 10.04% of their stock portfolio, and Probity Advisors, Inc. now holds 0.14% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then Probity Advisors, Inc. has made 18 purchases of IVE, at an average price of $123.22, for a total of 347,408.00 shares. In addition, there have been 8 sales at an average price of $155.73 for 72,960.00 shares. Based on historical transaction data and IVE's current price of $193.13, Probity Advisors, Inc.'s estimated gain on his IVE holdings is $21.56 Mil, reflecting a 50.36% gain to date.
Probity Advisors, Inc. IVE ($193.13) Holding Chart
Probity Advisors, Inc. IVE ($193.13) 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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