SMITH, MOORE & CO. IVE Holdings History

Number of Shares
201,394.00
Current Holdings Value*
$38.38 Mil
% of Portfolio
3.55%
Total Estimate Gain
$16.56 Mil
% of Total Estimate Gain
57.67%

SMITH, MOORE & CO.'s iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, SMITH, MOORE & CO. held 201,394.00 shares of iShares S&P 500 Value ETF(IVE), totaling $38.38 Mil. This investment constitutes 3.55% of their stock portfolio, and SMITH, MOORE & CO. now holds 0.1% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2014Q1. And since then SMITH, MOORE & CO. has made 20 purchases of IVE, at an average price of $115.22, for a total of 249,193.00 shares. In addition, there have been 16 sales at an average price of $135.95 for 47,799.00 shares. Based on historical transaction data and IVE's current price of $192.51, SMITH, MOORE & CO.'s estimated gain on his IVE holdings is $16.56 Mil, reflecting a 57.67% gain to date.

SMITH, MOORE & CO. IVE ($192.51) Holding Chart

SMITH, MOORE & CO. IVE ($192.51) 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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