Number of Shares
150,813.00
Current Holdings Value*
$28.74 Mil
% of Portfolio
4.04%
Total Estimate Gain
$16.76 Mil
% of Total Estimate Gain
60.78%

QUEST INVESTMENT MANAGEMENT LLC's iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, QUEST INVESTMENT MANAGEMENT LLC held 150,813.00 shares of iShares S&P 500 Value ETF(IVE), totaling $28.74 Mil. This investment constitutes 4.04% of their stock portfolio, and QUEST INVESTMENT MANAGEMENT LLC now holds 0.08% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2014Q1. And since then QUEST INVESTMENT MANAGEMENT LLC has made 1 purchases of IVE, at an average price of $102.31, for a total of 269,516.00 shares. In addition, there have been 2 sales at an average price of $121.05 for 118,703.00 shares. Based on historical transaction data and IVE's current price of $198.67, QUEST INVESTMENT MANAGEMENT LLC's estimated gain on his IVE holdings is $16.76 Mil, reflecting a 60.78% gain to date.

QUEST INVESTMENT MANAGEMENT LLC IVE ($198.67) Holding Chart

QUEST INVESTMENT MANAGEMENT LLC IVE ($198.67) 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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