ISHARES S&P 500 VALUE ETF (IVE)

Market Closed

3 Jun, 20:00

ARCA

227. 06

-0.8

-0.35%

47.68B Market Cap

3.39% Div Yield

799,896 Volume

$ 227.86

Previous Close

Investors:

+298

Add Transaction

Day Range

226.94 228.05

Year Range

188.93 228.95

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ISHARES S&P 500 VALUE ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
CD Cole Dimond Caliber Wealth Management LLC / KS	27,466	$5.26M	$6.23M	$978,484.13	18.62%
PF Patricia Frisch ANB Bank	1,133	$216,266.61	$257,179.67	$40,913.06	18.92%
AFA Allium Financial Advisors LLC Allium Financial Advisors LLC	1,887	$359,624.2	$428,330.13	$68,705.93	19.1%
FWP Forefront Wealth Partners LLC Forefront Wealth Partners LLC	16,590	$3.27M	$3.77M	$498,996.66	15.27%
DD David Dirks Plum Street Advisors LLC	8,195	$1.43M	$1.86M	$428,957.37	29.97%
JB Justin Boggs Optima Capital LLC	888	$188,318	$201,567.12	$13,249.12	7.04%
BI Birchbrook Inc. Birchbrook Inc.	145	$30,751	$32,913.55	$2,162.55	7.03%
HAP Harbor Asset Planning Inc. Harbor Asset Planning Inc.	155	$30,333.36	$35,183.45	$4,850.09	15.99%
JL Jon Lewis Midwest Trust Co	15,901	$3.11M	$3.61M	$495,954.08	15.93%
RLV Ronald L. Valpey Valpey Financial Services LLC	3,062	$649,358.34	$695,043.38	$45,685.04	7.03%
HT Heydon Traub Traub Capital Management LLC	7,590	$1.48M	$1.72M	$239,619.99	16.15%
CTC Caldwell Trust Co Caldwell Trust Co	700	$124,692.78	$158,893	$34,200.22	27.43%
PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC	4,727	$727,201.88	$1.07M	$345,779.85	47.55%
EWA Exit Wealth Advisors LLC Exit Wealth Advisors LLC	3,536	$736,465.12	$802,636.64	$66,171.52	8.98%
BC Bonnie Courtney Cambridge Financial Group LLC	1,408	$244,838	$319,601.92	$74,763.92	30.54%
MJ Matthew Jenkins GatePass Capital LLC	5,786	$1.23M	$1.31M	$86,327.14	7.03%
UFP United Financial Planning Group LLC United Financial Planning Group LLC	42	$8,907	$9,533.58	$626.58	7.03%
BWL Blalock Williams LLC Blalock Williams LLC	20,373	$4.05M	$4.62M	$571,183.18	14.09%
PAW Plan A Wealth LLC Plan A Wealth LLC	1,165	$222,375.41	$264,443.35	$42,067.94	18.92%
KMA Kristy Michelle Afraimi BAM Wealth Management LLC	3,686	$765,865.57	$836,685.14	$70,819.57	9.25%

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