Watts Gwilliam & Co., LLC IVE Holdings History
Watts Gwilliam & Co., LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Watts Gwilliam & Co., LLC held 102,200.00 shares of iShares S&P 500 Value ETF(IVE), totaling $19.48 Mil. This investment constitutes 4.22% of their stock portfolio, and Watts Gwilliam & Co., LLC now holds 0.05% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then Watts Gwilliam & Co., LLC has made 3 purchases of IVE, at an average price of $181.84, for a total of 102,200.00 shares. Based on historical transaction data and IVE's current price of $193.52, Watts Gwilliam & Co., LLC's estimated gain on his IVE holdings is $1.19 Mil, reflecting a 6.42% gain to date.
Watts Gwilliam & Co., LLC IVE ($193.52) Holding Chart
Watts Gwilliam & Co., 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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