Towerpoint Wealth, LLC IVE Holdings History
Towerpoint Wealth, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Towerpoint Wealth, LLC held 5,569.00 shares of iShares S&P 500 Value ETF(IVE), totaling $1.09 Mil. This investment constitutes 0.48% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then Towerpoint Wealth, LLC has made 7 purchases of IVE, at an average price of $142.13, for a total of 7,068.00 shares. In addition, there have been 15 sales at an average price of $152.88 for 1,499.00 shares. Based on historical transaction data and IVE's current price of $197.59, Towerpoint Wealth, LLC's estimated gain on his IVE holdings is $324,963.07, reflecting a 32.35% gain to date.
Towerpoint Wealth, LLC IVE ($197.59) Holding Chart
Towerpoint Wealth, LLC IVE ($197.59) 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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