Bay Harbor Wealth Management, LLC IVV Holdings History
Bay Harbor Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Bay Harbor Wealth Management, LLC held 42,263.00 shares of iShares Core S&P 500 ETF(IVV), totaling $23.75 Mil. This investment constitutes 7.51% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Bay Harbor Wealth Management, LLC has made 16 purchases of IVV, at an average price of $389.35, for a total of 90,831.00 shares. In addition, there have been 9 sales at an average price of $484.61 for 48,568.00 shares. Based on historical transaction data and IVV's current price of $627.74, Bay Harbor Wealth Management, LLC's estimated gain on his IVV holdings is $14.70 Mil, reflecting a 41.57% gain to date.
Bay Harbor Wealth Management, LLC IVV ($627.74) Holding Chart
Bay Harbor 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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