Abound Wealth Management IVV Holdings History
Abound Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Abound Wealth Management held 37,972.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.34 Mil. This investment constitutes 7.12% of their stock portfolio, and Abound Wealth Management now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Abound Wealth Management has made 10 purchases of IVV, at an average price of $447.20, for a total of 38,656.00 shares. In addition, there have been 3 sales at an average price of $457.30 for 684.00 shares. Based on historical transaction data and IVV's current price of $614.76, Abound Wealth Management's estimated gain on his IVV holdings is $6.37 Mil, reflecting a 36.85% gain to date.
Abound Wealth Management IVV ($614.76) Holding Chart
Abound Wealth Management IVV ($614.76) 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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