UNITED CAPITAL FINANCIAL ADVISORS, LLC IVE Holdings History
UNITED CAPITAL FINANCIAL ADVISORS, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, UNITED CAPITAL FINANCIAL ADVISORS, LLC held 494,055.00 shares of iShares S&P 500 Value ETF(IVE), totaling $94.16 Mil. This investment constitutes 0.81% of their stock portfolio, and UNITED CAPITAL FINANCIAL ADVISORS, LLC now holds 0.25% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2014Q1. And since then UNITED CAPITAL FINANCIAL ADVISORS, LLC has made 11 purchases of IVE, at an average price of $113.53, for a total of 1.54 Mil shares. In addition, there have been 25 sales at an average price of $112.38 for 1.04 Mil shares. Based on historical transaction data and IVE's current price of $193.52, UNITED CAPITAL FINANCIAL ADVISORS, LLC's estimated gain on his IVE holdings is $38.33 Mil, reflecting a 21.99% gain to date.
UNITED CAPITAL FINANCIAL ADVISORS, LLC IVE ($193.52) Holding Chart
UNITED CAPITAL FINANCIAL ADVISORS, LLC IVE ($193.52) 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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