Tidemark, LLC IVE Holdings History
Tidemark, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Tidemark, LLC held 59,696.00 shares of iShares S&P 500 Value ETF(IVE), totaling $11.38 Mil. This investment constitutes 4.17% of their stock portfolio, and Tidemark, LLC now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2023Q4. And since then Tidemark, LLC has made 5 purchases of IVE, at an average price of $184.22, for a total of 59,696.00 shares. Based on historical transaction data and IVE's current price of $197.34, Tidemark, LLC's estimated gain on his IVE holdings is $783,356.53, reflecting a 7.12% gain to date.
Tidemark, LLC IVE ($197.34) Holding Chart
Tidemark, LLC IVE ($197.34) 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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