Quadrant Private Wealth Management, LLC IVE Holdings History
Quadrant Private Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Quadrant Private Wealth Management, LLC held 45,153.00 shares of iShares S&P 500 Value ETF(IVE), totaling $8.61 Mil. This investment constitutes 2.14% of their stock portfolio, and Quadrant Private Wealth Management, LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q4. And since then Quadrant Private Wealth Management, LLC has made 7 purchases of IVE, at an average price of $163.99, for a total of 67,728.00 shares. In addition, there have been 3 sales at an average price of $160.73 for 22,575.00 shares. Based on historical transaction data and IVE's current price of $197.46, Quadrant Private Wealth Management, LLC's estimated gain on his IVE holdings is $1.44 Mil, reflecting a 12.94% gain to date.
Quadrant Private Wealth Management, LLC IVE ($197.46) Holding Chart
Quadrant Private Wealth Management, LLC IVE ($197.46) 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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