TCWP LLC's iShares S&P 500 Value ETF Holding Summary
As of 2024-09-30, TCWP LLC held - shares of iShares S&P 500 Value ETF(IVE), totaling N/A. This investment constitutes 0% of their stock portfolio, and TCWP LLC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2021Q4. And since then TCWP LLC has made 1 purchases of IVE, at an average price of $151.24, for a total of 45,149.00 shares. In addition, there have been 3 sales at an average price of $154.30 for 45,149.00 shares. Based on historical transaction data and IVE's current price of $198.67, TCWP LLC's estimated gain on his IVE holdings is $137,936.19, reflecting a 2.02% gain to date.
TCWP LLC IVE ($198.67) Holding Chart
TCWP LLC 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 % | |||
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