Ameliora Wealth Management Ltd. IVV Holdings History
Ameliora Wealth Management Ltd.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Ameliora Wealth Management Ltd. held 18,038.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.14 Mil. This investment constitutes 3.81% of their stock portfolio, and Ameliora Wealth Management Ltd. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q3. And since then Ameliora Wealth Management Ltd. has made 6 purchases of IVV, at an average price of $510.16, for a total of 21,623.00 shares. In addition, there have been 1 sales at an average price of $592.23 for 3,585.00 shares. Based on historical transaction data and IVV's current price of $630.93, Ameliora Wealth Management Ltd.'s estimated gain on his IVV holdings is $2.47 Mil, reflecting a 22.41% gain to date.
Ameliora Wealth Management Ltd. IVV ($630.93) Holding Chart
Ameliora Wealth Management Ltd. IVV ($630.93) 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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