Strategic Wealth Partners Group, LLC IVE Holdings History
Strategic Wealth Partners Group, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2024-03-31, Strategic Wealth Partners Group, LLC held 462,991.00 shares of iShares S&P 500 Value ETF(IVE), totaling $86.49 Mil. This investment constitutes 9.54% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q4. And since then Strategic Wealth Partners Group, LLC has made 15 purchases of IVE, at an average price of $126.04, for a total of 514,853.00 shares. In addition, there have been 6 sales at an average price of $128.75 for 51,862.00 shares. Based on historical transaction data and IVE's current price of $199.92, Strategic Wealth Partners Group, LLC's estimated gain on his IVE holdings is $34.35 Mil, reflecting a 52.93% gain to date.
Strategic Wealth Partners Group, LLC IVE ($199.92) Holding Chart
Strategic Wealth Partners Group, LLC IVE ($199.92) 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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