Rehmann Capital Advisory Group IVE Holdings History
Rehmann Capital Advisory Group's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Rehmann Capital Advisory Group held 634,066.00 shares of iShares S&P 500 Value ETF(IVE), totaling $120.84 Mil. This investment constitutes 7.61% of their stock portfolio, and Rehmann Capital Advisory Group now holds 0.32% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2011Q1. And since then Rehmann Capital Advisory Group has made 29 purchases of IVE, at an average price of $135.10, for a total of 1.02 Mil shares. In addition, there have been 12 sales at an average price of $111.88 for 387,918.00 shares. Based on historical transaction data and IVE's current price of $199.92, Rehmann Capital Advisory Group's estimated gain on his IVE holdings is $32.09 Mil, reflecting a 23.24% gain to date.
Rehmann Capital Advisory Group IVE ($199.92) Holding Chart
Rehmann Capital Advisory Group IVE ($199.92) 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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