Sonoma Private Wealth LLC IVE Holdings History
Sonoma Private Wealth LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Sonoma Private Wealth LLC held 10,419.00 shares of iShares S&P 500 Value ETF(IVE), totaling $1.99 Mil. This investment constitutes 2.75% of their stock portfolio, and Sonoma Private Wealth LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q4. And since then Sonoma Private Wealth LLC has made 2 purchases of IVE, at an average price of $142.70, for a total of 16,911.00 shares. In addition, there have been 7 sales at an average price of $179.90 for 6,492.00 shares. Based on historical transaction data and IVE's current price of $200.17, Sonoma Private Wealth LLC's estimated gain on his IVE holdings is $840,208.42, reflecting a 34.82% gain to date.
Sonoma Private Wealth LLC IVE ($200.17) Holding Chart
Sonoma Private Wealth LLC IVE ($200.17) 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
