Signature Wealth Management Partners, LLC IVE Holdings History
Signature Wealth Management Partners, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Signature Wealth Management Partners, LLC held 94,583.00 shares of iShares S&P 500 Value ETF(IVE), totaling $18.48 Mil. This investment constitutes 10.56% of their stock portfolio, and Signature Wealth Management Partners, LLC now holds 0.05% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2020Q4. And since then Signature Wealth Management Partners, LLC has made 16 purchases of IVE, at an average price of $155.87, for a total of 96,348.00 shares. In addition, there have been 2 sales at an average price of $151.01 for 1,765.00 shares. Based on historical transaction data and IVE's current price of $198.88, Signature Wealth Management Partners, LLC's estimated gain on his IVE holdings is $4.06 Mil, reflecting a 27.03% gain to date.
Signature Wealth Management Partners, LLC IVE ($198.88) Holding Chart
Signature Wealth Management Partners, LLC IVE ($198.88) 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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