Able Wealth Management LLC IVV Holdings History
Able Wealth Management LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 11,419.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.42 Mil. This investment constitutes 3.79% of their stock portfolio, and Able Wealth Management LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Able Wealth Management LLC has made 4 purchases of IVV, at an average price of $452.65, for a total of 11,642.00 shares. In addition, there have been 1 sales at an average price of $525.83 for 223.00 shares. Based on historical transaction data and IVV's current price of $637.58, Able Wealth Management LLC's estimated gain on his IVV holdings is $2.13 Mil, reflecting a 40.38% gain to date.
Able Wealth Management LLC IVV ($637.58) Holding Chart
Able Wealth Management LLC IVV ($637.58) 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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