Stone Asset Management Inc. IVE Holdings History
Stone Asset Management Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2023-03-31, Stone Asset Management Inc. held 30,025.00 shares of iShares S&P 500 Value ETF(IVE), totaling $4.56 Mil. This investment constitutes 7.28% of their stock portfolio, and Stone Asset Management Inc. now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2021Q4. And since then Stone Asset Management Inc. has made 3 purchases of IVE, at an average price of $149.47, for a total of 89,747.00 shares. In addition, there have been 2 sales at an average price of $151.33 for 59,722.00 shares. Based on historical transaction data and IVE's current price of $197.59, Stone Asset Management Inc.'s estimated gain on his IVE holdings is $1.56 Mil, reflecting a 11.60% gain to date.
Stone Asset Management Inc. IVE ($197.59) Holding Chart
Stone Asset Management Inc. IVE ($197.59) 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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