Sharp Financial Services, LLC IVE Holdings History
Sharp Financial Services, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Sharp Financial Services, LLC held - shares of iShares S&P 500 Value ETF(IVE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sharp Financial Services, LLC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2023Q4. And since then Sharp Financial Services, LLC has made 2 purchases of IVE, at an average price of $166.09, for a total of 22,314.00 shares. In addition, there have been 1 sales at an average price of $193.50 for 22,314.00 shares. Based on historical transaction data and IVE's current price of $197.18, Sharp Financial Services, LLC's estimated gain on his IVE holdings is $611,686.74, reflecting a 16.50% gain to date.
Sharp Financial Services, LLC IVE ($197.18) Holding Chart
Sharp Financial Services, LLC IVE ($197.18) 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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