VIRIDIAN RIA, LLC IVE Holdings History
VIRIDIAN RIA, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2022-03-31, VIRIDIAN RIA, LLC held - shares of iShares S&P 500 Value ETF(IVE), totaling $21.66 Mil. This investment constitutes 5.03% of their stock portfolio, and VIRIDIAN RIA, 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 VIRIDIAN RIA, LLC has made 7 purchases of IVE, at an average price of $136.75, for a total of 227,256.00 shares. In addition, there have been 7 sales at an average price of $145.55 for 227,256.00 shares. Based on historical transaction data and IVE's current price of $199.95, VIRIDIAN RIA, LLC's estimated gain on his IVE holdings is $2.00 Mil, reflecting a 6.44% gain to date.
VIRIDIAN RIA, LLC IVE ($199.95) Holding Chart
VIRIDIAN RIA, LLC IVE ($199.95) 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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