Quantum Portfolio Management LLC IVE Holdings History
Quantum Portfolio Management LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Quantum Portfolio Management LLC held 5,143.00 shares of iShares S&P 500 Value ETF(IVE), totaling $980,150.00. This investment constitutes 0.5% of their stock portfolio, and Quantum Portfolio Management LLC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2023Q4. And since then Quantum Portfolio Management LLC has made 2 purchases of IVE, at an average price of $166.52, for a total of 23,956.00 shares. In addition, there have been 3 sales at an average price of $188.63 for 18,813.00 shares. Based on historical transaction data and IVE's current price of $197.34, Quantum Portfolio Management LLC's estimated gain on his IVE holdings is $574,417.59, reflecting a 14.40% gain to date.
Quantum Portfolio Management LLC IVE ($197.34) Holding Chart
Quantum Portfolio Management LLC IVE ($197.34) 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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