Adaptive Financial Consulting, LLC IVV Holdings History
Adaptive Financial Consulting, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Adaptive Financial Consulting, LLC held 43,453.00 shares of iShares Core S&P 500 ETF(IVV), totaling $24.42 Mil. This investment constitutes 10.46% of their stock portfolio, and Adaptive Financial Consulting, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Adaptive Financial Consulting, LLC has made 15 purchases of IVV, at an average price of $411.73, for a total of 47,205.00 shares. In addition, there have been 6 sales at an average price of $496.99 for 3,752.00 shares. Based on historical transaction data and IVV's current price of $617.46, Adaptive Financial Consulting, LLC's estimated gain on his IVV holdings is $9.26 Mil, reflecting a 47.64% gain to date.
Adaptive Financial Consulting, LLC IVV ($617.46) Holding Chart
Adaptive Financial Consulting, 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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