WealthPlan Investment Management, LLC IVE Holdings History
WealthPlan Investment Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 83,643.00 shares of iShares S&P 500 Value ETF(IVE), totaling $15.94 Mil. This investment constitutes 1.57% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0.04% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q1. And since then WealthPlan Investment Management, LLC has made 3 purchases of IVE, at an average price of $171.49, for a total of 169,459.00 shares. In addition, there have been 3 sales at an average price of $151.04 for 85,816.00 shares. Based on historical transaction data and IVE's current price of $195.42, WealthPlan Investment Management, LLC's estimated gain on his IVE holdings is $247,536.91, reflecting a 0.85% gain to date.
WealthPlan Investment Management, LLC IVE ($195.42) Holding Chart
WealthPlan Investment Management, LLC IVE ($195.42) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
