Spectrum Planning & Advisory Services Inc. IVE Holdings History
Spectrum Planning & Advisory Services Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 11,792.00 shares of iShares S&P 500 Value ETF(IVE), totaling $2.25 Mil. This investment constitutes 1.87% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q2. And since then Spectrum Planning & Advisory Services Inc. has made 3 purchases of IVE, at an average price of $183.96, for a total of 21,028.00 shares. In addition, there have been 1 sales at an average price of $193.50 for 9,236.00 shares. Based on historical transaction data and IVE's current price of $198.67, Spectrum Planning & Advisory Services Inc.'s estimated gain on his IVE holdings is $261,494.94, reflecting a 6.76% gain to date.
Spectrum Planning & Advisory Services Inc. IVE ($198.67) Holding Chart
Spectrum Planning & Advisory Services Inc. IVE ($198.67) 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
