TSA Wealth Managment LLC IVE Holdings History
TSA Wealth Managment LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, TSA Wealth Managment LLC held 56,202.00 shares of iShares S&P 500 Value ETF(IVE), totaling $10.71 Mil. This investment constitutes 4.26% of their stock portfolio, and TSA Wealth Managment LLC now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then TSA Wealth Managment LLC has made 2 purchases of IVE, at an average price of $181.77, for a total of 58,572.00 shares. In addition, there have been 3 sales at an average price of $185.87 for 2,370.00 shares. Based on historical transaction data and IVE's current price of $191.67, TSA Wealth Managment LLC's estimated gain on his IVE holdings is $566,023.69, reflecting a 5.32% gain to date.
TSA Wealth Managment LLC IVE ($191.67) Holding Chart
TSA Wealth Managment LLC IVE ($191.67) 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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