CM WEALTH ADVISORS LLC IVV Holdings History
CM WEALTH ADVISORS LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CM WEALTH ADVISORS LLC held 13,863.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.79 Mil. This investment constitutes 2.49% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q2. And since then CM WEALTH ADVISORS LLC has made 5 purchases of IVV, at an average price of $471.09, for a total of 15,167.00 shares. In addition, there have been 3 sales at an average price of $501.98 for 1,304.00 shares. Based on historical transaction data and IVV's current price of $637.58, CM WEALTH ADVISORS LLC's estimated gain on his IVV holdings is $2.35 Mil, reflecting a 32.87% gain to date.
CM WEALTH ADVISORS LLC IVV ($637.58) Holding Chart
CM WEALTH ADVISORS LLC IVV ($637.58) 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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