BlueChip Wealth Advisors LLC IVV Holdings History
BlueChip Wealth Advisors LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BlueChip Wealth Advisors LLC held 11,251.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.32 Mil. This investment constitutes 3.1% of their stock portfolio, and BlueChip 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 BlueChip Wealth Advisors LLC has made 4 purchases of IVV, at an average price of $457.63, for a total of 11,318.00 shares. In addition, there have been 1 sales at an average price of $500.36 for 67.00 shares. Based on historical transaction data and IVV's current price of $614.76, BlueChip Wealth Advisors LLC's estimated gain on his IVV holdings is $1.77 Mil, reflecting a 34.19% gain to date.
BlueChip Wealth Advisors LLC IVV ($614.76) Holding Chart
BlueChip Wealth Advisors LLC IVV ($614.76) 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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