Vertex Planning Partners, LLC IVE Holdings History
Vertex Planning Partners, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 38,556.00 shares of iShares S&P 500 Value ETF(IVE), totaling $7.35 Mil. This investment constitutes 1.6% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 5 purchases of IVE, at an average price of $182.10, for a total of 38,972.00 shares. In addition, there have been 1 sales at an average price of $150.47 for 416.00 shares. Based on historical transaction data and IVE's current price of $197.89, Vertex Planning Partners, LLC's estimated gain on his IVE holdings is $595,361.90, reflecting a 8.39% gain to date.
Vertex Planning Partners, LLC IVE ($197.89) Holding Chart
Vertex Planning Partners, LLC IVE ($197.89) 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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