Strategic Point Investment Advisors, LLC IVE Holdings History
Strategic Point Investment Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Strategic Point Investment Advisors, LLC held 232,194.00 shares of iShares S&P 500 Value ETF(IVE), totaling $44.25 Mil. This investment constitutes 7.37% of their stock portfolio, and Strategic Point Investment Advisors, LLC now holds 0.12% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2017Q1. And since then Strategic Point Investment Advisors, LLC has made 16 purchases of IVE, at an average price of $125.10, for a total of 402,840.00 shares. In addition, there have been 13 sales at an average price of $141.53 for 170,646.00 shares. Based on historical transaction data and IVE's current price of $195.42, Strategic Point Investment Advisors, LLC's estimated gain on his IVE holdings is $19.13 Mil, reflecting a 37.96% gain to date.
Strategic Point Investment Advisors, LLC IVE ($195.42) Holding Chart
Strategic Point Investment Advisors, LLC IVE ($195.42) 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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