SMITH, MOORE & CO. IVE Holdings History
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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