BCU Wealth Advisors, LLC IVV Holdings History
BCU Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, BCU Wealth Advisors, LLC held 5,997.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.72 Mil. This investment constitutes 1.67% of their stock portfolio, and BCU Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then BCU Wealth Advisors, LLC has made 2 purchases of IVV, at an average price of $464.92, for a total of 14,603.00 shares. In addition, there have been 4 sales at an average price of $548.52 for 8,606.00 shares. Based on historical transaction data and IVV's current price of $637.33, BCU Wealth Advisors, LLC's estimated gain on his IVV holdings is $1.75 Mil, reflecting a 25.83% gain to date.
BCU Wealth Advisors, LLC IVV ($637.33) Holding Chart
BCU Wealth Advisors, LLC IVV ($637.33) 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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