AdvicePeriod, LLC IVV Holdings History
AdvicePeriod, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2021-06-30, AdvicePeriod, LLC held 112,368.00 shares of iShares Core S&P 500 ETF(IVV), totaling $48.31 Mil. This investment constitutes 3.14% of their stock portfolio, and AdvicePeriod, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then AdvicePeriod, LLC has made 8 purchases of IVV, at an average price of $279.89, for a total of 297,746.00 shares. In addition, there have been 5 sales at an average price of $306.79 for 185,378.00 shares. Based on historical transaction data and IVV's current price of $627.74, AdvicePeriod, LLC's estimated gain on his IVV holdings is $44.07 Mil, reflecting a 52.89% gain to date.
AdvicePeriod, LLC IVV ($627.74) Holding Chart
AdvicePeriod, LLC IVV ($627.74) 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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