AAF Wealth Management, LLC IVV Holdings History
AAF Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, AAF Wealth Management, LLC held 76,861.00 shares of iShares Core S&P 500 ETF(IVV), totaling $43.19 Mil. This investment constitutes 23.31% of their stock portfolio, and AAF 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 AAF Wealth Management, LLC has made 9 purchases of IVV, at an average price of $377.64, for a total of 90,564.00 shares. In addition, there have been 8 sales at an average price of $422.16 for 13,703.00 shares. Based on historical transaction data and IVV's current price of $630.67, AAF Wealth Management, LLC's estimated gain on his IVV holdings is $20.06 Mil, reflecting a 58.65% gain to date.
AAF Wealth Management, LLC IVV ($630.67) Holding Chart
AAF Wealth Management, LLC IVV ($630.67) 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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