Aprio Wealth Management, LLC IVV Holdings History
Aprio Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Aprio Wealth Management, LLC held 13,488.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.58 Mil. This investment constitutes 0.95% of their stock portfolio, and Aprio Wealth Management, 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 Aprio Wealth Management, LLC has made 8 purchases of IVV, at an average price of $451.77, for a total of 19,320.00 shares. In addition, there have been 12 sales at an average price of $378.37 for 5,832.00 shares. Based on historical transaction data and IVV's current price of $627.74, Aprio Wealth Management, LLC's estimated gain on his IVV holdings is $1.95 Mil, reflecting a 22.29% gain to date.
Aprio Wealth Management, LLC IVV ($627.74) Holding Chart
Aprio Wealth Management, 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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