SOUNDMARK WEALTH MANAGEMENT, LLC IVE Holdings History
SOUNDMARK WEALTH MANAGEMENT, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2024-06-30, SOUNDMARK WEALTH MANAGEMENT, LLC held - shares of iShares S&P 500 Value ETF(IVE), totaling N/A. This investment constitutes 0% of their stock portfolio, and SOUNDMARK WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2020Q4. And since then SOUNDMARK WEALTH MANAGEMENT, LLC has made 6 purchases of IVE, at an average price of $119.97, for a total of 43,699.00 shares. In addition, there have been 6 sales at an average price of $180.69 for 43,699.00 shares. Based on historical transaction data and IVE's current price of $197.34, SOUNDMARK WEALTH MANAGEMENT, LLC's estimated gain on his IVE holdings is $2.65 Mil, reflecting a 50.61% gain to date.
SOUNDMARK WEALTH MANAGEMENT, LLC IVE ($197.34) Holding Chart
SOUNDMARK WEALTH MANAGEMENT, 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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