WEALTH ALLIANCE, LLC IVE Holdings History
WEALTH ALLIANCE, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, WEALTH ALLIANCE, LLC held 83,082.00 shares of iShares S&P 500 Value ETF(IVE), totaling $15.83 Mil. This investment constitutes 1.92% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0.04% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2019Q4. And since then WEALTH ALLIANCE, LLC has made 9 purchases of IVE, at an average price of $148.06, for a total of 142,768.00 shares. In addition, there have been 12 sales at an average price of $144.69 for 59,686.00 shares. Based on historical transaction data and IVE's current price of $200.17, WEALTH ALLIANCE, LLC's estimated gain on his IVE holdings is $4.13 Mil, reflecting a 19.53% gain to date.
WEALTH ALLIANCE, LLC IVE ($200.17) Holding Chart
WEALTH ALLIANCE, LLC IVE ($200.17) 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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