Arkadios Wealth Advisors IVV Holdings History
Arkadios Wealth Advisors's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Arkadios Wealth Advisors held 95,649.00 shares of iShares Core S&P 500 ETF(IVV), totaling $53.74 Mil. This investment constitutes 2.03% of their stock portfolio, and Arkadios Wealth Advisors now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Arkadios Wealth Advisors has made 14 purchases of IVV, at an average price of $528.80, for a total of 109,356.00 shares. In addition, there have been 7 sales at an average price of $437.29 for 13,707.00 shares. Based on historical transaction data and IVV's current price of $631.74, Arkadios Wealth Advisors's estimated gain on his IVV holdings is $8.59 Mil, reflecting a 14.86% gain to date.
Arkadios Wealth Advisors IVV ($631.74) Holding Chart
Arkadios Wealth Advisors 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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