CONSILIO WEALTH ADVISORS, LLC IVV Holdings History
CONSILIO WEALTH ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 103,907.00 shares of iShares Core S&P 500 ETF(IVV), totaling $58.38 Mil. This investment constitutes 24.38% of their stock portfolio, and CONSILIO 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 CONSILIO WEALTH ADVISORS, LLC has made 13 purchases of IVV, at an average price of $468.08, for a total of 103,907.00 shares. Based on historical transaction data and IVV's current price of $617.46, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his IVV holdings is $15.52 Mil, reflecting a 31.91% gain to date.
CONSILIO WEALTH ADVISORS, LLC IVV ($617.46) Holding Chart
CONSILIO WEALTH ADVISORS, LLC IVV ($617.46) 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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