1900 WEALTH MANAGEMENT LLC IVV Holdings History
1900 WEALTH MANAGEMENT LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, 1900 WEALTH MANAGEMENT LLC held 69,763.00 shares of iShares Core S&P 500 ETF(IVV), totaling $39.20 Mil. This investment constitutes 3.26% of their stock portfolio, and 1900 WEALTH MANAGEMENT LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then 1900 WEALTH MANAGEMENT LLC has made 11 purchases of IVV, at an average price of $434.67, for a total of 166,679.00 shares. In addition, there have been 5 sales at an average price of $516.81 for 96,916.00 shares. Based on historical transaction data and IVV's current price of $620.90, 1900 WEALTH MANAGEMENT LLC's estimated gain on his IVV holdings is $20.95 Mil, reflecting a 28.92% gain to date.
1900 WEALTH MANAGEMENT LLC IVV ($620.90) Holding Chart
1900 WEALTH MANAGEMENT LLC IVV ($620.90) 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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