Aris Wealth Services, Inc. IVV Holdings History
Aris Wealth Services, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2015-09-30, Aris Wealth Services, Inc. held 4,684.00 shares of iShares Core S&P 500 ETF(IVV), totaling $903,000.00. This investment constitutes 2.32% of their stock portfolio, and Aris Wealth Services, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Aris Wealth Services, Inc. has made 6 purchases of IVV, at an average price of $189.20, for a total of 9,685.00 shares. In addition, there have been 1 sales at an average price of $191.30 for 5,001.00 shares. Based on historical transaction data and IVV's current price of $622.80, Aris Wealth Services, Inc.'s estimated gain on his IVV holdings is $2.04 Mil, reflecting a 111.41% gain to date.
Aris Wealth Services, Inc. IVV ($622.80) Holding Chart
Aris Wealth Services, Inc. IVV ($622.80) 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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