World Investment Advisors IVE Holdings History
World Investment Advisors's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, World Investment Advisors held 212,043.00 shares of iShares S&P 500 Value ETF(IVE), totaling $40.41 Mil. This investment constitutes 1.05% of their stock portfolio, and World Investment Advisors now holds 0.11% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q4. And since then World Investment Advisors has made 11 purchases of IVE, at an average price of $145.98, for a total of 1.28 Mil shares. In addition, there have been 14 sales at an average price of $140.43 for 1.07 Mil shares. Based on historical transaction data and IVE's current price of $198.19, World Investment Advisors's estimated gain on his IVE holdings is $5.14 Mil, reflecting a 2.75% gain to date.
World Investment Advisors IVE ($198.19) Holding Chart
World Investment Advisors IVE ($198.19) 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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