CAPITAL PERFORMANCE ADVISORS LLP IVV Holdings History
EARNED WEALTH ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 52,389.00 shares of iShares Core S&P 500 ETF(IVV), totaling $29.44 Mil. This investment constitutes 6.46% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then EARNED WEALTH ADVISORS, LLC has made 3 purchases of IVV, at an average price of $531.17, for a total of 56,408.00 shares. In addition, there have been 10 sales at an average price of $492.71 for 4,019.00 shares. Based on historical transaction data and IVV's current price of $619.16, EARNED WEALTH ADVISORS, LLC's estimated gain on his IVV holdings is $4.46 Mil, reflecting a 14.87% gain to date.
EARNED WEALTH ADVISORS, LLC IVV ($619.16) Holding Chart
EARNED WEALTH ADVISORS, LLC IVV ($619.16) 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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