Spotlight Asset Group, Inc. IVE Holdings History
Spotlight Asset Group, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2024-06-30, Spotlight Asset Group, Inc. held 32,275.00 shares of iShares S&P 500 Value ETF(IVE), totaling $5.87 Mil. This investment constitutes 4.29% of their stock portfolio, and Spotlight Asset Group, Inc. now holds -% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2019Q4. And since then Spotlight Asset Group, Inc. has made 5 purchases of IVE, at an average price of $123.14, for a total of 97,595.00 shares. In addition, there have been 7 sales at an average price of $143.48 for 65,320.00 shares. Based on historical transaction data and IVE's current price of $197.31, Spotlight Asset Group, Inc.'s estimated gain on his IVE holdings is $3.72 Mil, reflecting a 30.97% gain to date.
Spotlight Asset Group, Inc. IVE ($197.31) Holding Chart
Spotlight Asset Group, Inc. IVE ($197.31) 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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