ACIMA PRIVATE WEALTH, LLC IVV Holdings History
ACIMA PRIVATE WEALTH, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, ACIMA PRIVATE WEALTH, LLC held 42,110.00 shares of iShares Core S&P 500 ETF(IVV), totaling $23.66 Mil. This investment constitutes 8.49% of their stock portfolio, and ACIMA PRIVATE WEALTH, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then ACIMA PRIVATE WEALTH, LLC has made 15 purchases of IVV, at an average price of $423.54, for a total of 46,748.00 shares. In addition, there have been 6 sales at an average price of $534.56 for 4,638.00 shares. Based on historical transaction data and IVV's current price of $617.46, ACIMA PRIVATE WEALTH, LLC's estimated gain on his IVV holdings is $8.68 Mil, reflecting a 43.84% gain to date.
ACIMA PRIVATE WEALTH, LLC IVV ($617.46) Holding Chart
ACIMA PRIVATE WEALTH, LLC IVV ($617.46) 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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