SOFI WEALTH, LLC IVE Holdings History
SOFI WEALTH, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, SOFI WEALTH, LLC held 897,268.00 shares of iShares S&P 500 Value ETF(IVE), totaling $171.00 Mil. This investment constitutes 12.86% of their stock portfolio, and SOFI WEALTH, LLC now holds 0.46% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q4. And since then SOFI WEALTH, LLC has made 2 purchases of IVE, at an average price of $193.58, for a total of 897,268.00 shares. Based on historical transaction data and IVE's current price of $197.34, SOFI WEALTH, LLC's estimated gain on his IVE holdings is $3.38 Mil, reflecting a 1.94% gain to date.
SOFI WEALTH, LLC IVE ($197.34) Holding Chart
SOFI WEALTH, 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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