Salomon & Ludwin, LLC IVE Holdings History

Number of Shares
198,572.00
Current Holdings Value*
$37.84 Mil
% of Portfolio
4.03%
Total Estimate Gain
$26.80 Mil
% of Total Estimate Gain
49.54%

Salomon & Ludwin, LLC's iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, Salomon & Ludwin, LLC held 198,572.00 shares of iShares S&P 500 Value ETF(IVE), totaling $37.84 Mil. This investment constitutes 4.03% of their stock portfolio, and Salomon & Ludwin, LLC now holds 0.1% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2018Q4. And since then Salomon & Ludwin, LLC has made 8 purchases of IVE, at an average price of $110.84, for a total of 488,038.00 shares. In addition, there have been 16 sales at an average price of $142.14 for 289,466.00 shares. Based on historical transaction data and IVE's current price of $200.17, Salomon & Ludwin, LLC's estimated gain on his IVE holdings is $26.80 Mil, reflecting a 49.54% gain to date.

Salomon & Ludwin, LLC IVE ($200.17) Holding Chart

Salomon & Ludwin, LLC IVE ($200.17) 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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