Addison Advisors LLC IVV Holdings History
Addison Advisors LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Addison Advisors LLC held 1,251.00 shares of iShares Core S&P 500 ETF(IVV), totaling $702,940.00. This investment constitutes 0.19% of their stock portfolio, and Addison Advisors LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Addison Advisors LLC has made 6 purchases of IVV, at an average price of $435.96, for a total of 7,276.00 shares. In addition, there have been 10 sales at an average price of $449.65 for 6,025.00 shares. Based on historical transaction data and IVV's current price of $631.74, Addison Advisors LLC's estimated gain on his IVV holdings is $327,373.34, reflecting a 10.32% gain to date.
Addison Advisors LLC IVV ($631.74) Holding Chart
Addison Advisors LLC IVV ($631.74) 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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