SFI Advisors, LLC IVE Holdings History
SFI Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, SFI Advisors, LLC held 32,542.00 shares of iShares S&P 500 Value ETF(IVE), totaling $6.20 Mil. This investment constitutes 4.58% of their stock portfolio, and SFI Advisors, LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2025Q1. And since then SFI Advisors, LLC has made 1 purchases of IVE, at an average price of $193.50, for a total of 32,542.00 shares. Based on historical transaction data and IVE's current price of $197.34, SFI Advisors, LLC's estimated gain on his IVE holdings is $124,961.28, reflecting a 1.98% gain to date.
SFI Advisors, LLC IVE ($197.34) Holding Chart
SFI Advisors, 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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