Shared Vision Wealth Group LLC IVE Holdings History
Shared Vision Wealth Group LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 21,953.00 shares of iShares S&P 500 Value ETF(IVE), totaling $4.18 Mil. This investment constitutes 2.28% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then Shared Vision Wealth Group LLC has made 5 purchases of IVE, at an average price of $182.35, for a total of 21,953.00 shares. Based on historical transaction data and IVE's current price of $197.59, Shared Vision Wealth Group LLC's estimated gain on his IVE holdings is $334,589.42, reflecting a 8.36% gain to date.
Shared Vision Wealth Group LLC IVE ($197.59) Holding Chart
Shared Vision Wealth Group LLC IVE ($197.59) 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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