Security Financial Services, INC. IVE Holdings History
Security Financial Services, INC.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Security Financial Services, INC. held 83,101.00 shares of iShares S&P 500 Value ETF(IVE), totaling $15.84 Mil. This investment constitutes 3.14% of their stock portfolio, and Security Financial Services, INC. now holds 0.04% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2021Q4. And since then Security Financial Services, INC. has made 8 purchases of IVE, at an average price of $176.62, for a total of 99,803.00 shares. In addition, there have been 5 sales at an average price of $155.09 for 16,702.00 shares. Based on historical transaction data and IVE's current price of $197.34, Security Financial Services, INC.'s estimated gain on his IVE holdings is $1.36 Mil, reflecting a 7.73% gain to date.
Security Financial Services, INC. IVE ($197.34) Holding Chart
Security Financial Services, INC. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
