W ADVISORS, LLC IVE Holdings History
W ADVISORS, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, W ADVISORS, LLC held 25,841.00 shares of iShares S&P 500 Value ETF(IVE), totaling $4.92 Mil. This investment constitutes 3.08% of their stock portfolio, and W ADVISORS, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2021Q4. And since then W ADVISORS, LLC has made 8 purchases of IVE, at an average price of $155.83, for a total of 34,492.00 shares. In addition, there have been 5 sales at an average price of $154.67 for 8,651.00 shares. Based on historical transaction data and IVE's current price of $196.62, W ADVISORS, LLC's estimated gain on his IVE holdings is $1.04 Mil, reflecting a 19.43% gain to date.
W ADVISORS, LLC IVE ($196.62) Holding Chart
W ADVISORS, LLC IVE ($196.62) 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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