Sharkey, Howes & Javer IVE Holdings History
Sharkey, Howes & Javer's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Sharkey, Howes & Javer held 134,571.00 shares of iShares S&P 500 Value ETF(IVE), totaling $26.30 Mil. This investment constitutes 3.53% of their stock portfolio, and Sharkey, Howes & Javer now holds 0.07% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then Sharkey, Howes & Javer has made 6 purchases of IVE, at an average price of $184.44, for a total of 134,571.00 shares. Based on historical transaction data and IVE's current price of $197.33, Sharkey, Howes & Javer's estimated gain on his IVE holdings is $1.73 Mil, reflecting a 6.99% gain to date.
Sharkey, Howes & Javer IVE ($197.33) Holding Chart
Sharkey, Howes & Javer IVE ($197.33) 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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