COREPATH WEALTH PARTNERS LLC IVV Holdings History
COREPATH WEALTH PARTNERS LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, COREPATH WEALTH PARTNERS LLC held 54,517.00 shares of iShares Core S&P 500 ETF(IVV), totaling $28.86 Mil. This investment constitutes 27.49% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then COREPATH WEALTH PARTNERS LLC has made 14 purchases of IVV, at an average price of $401.59, for a total of 106,349.00 shares. In addition, there have been 3 sales at an average price of $500.19 for 51,832.00 shares. Based on historical transaction data and IVV's current price of $628.17, COREPATH WEALTH PARTNERS LLC's estimated gain on his IVV holdings is $17.46 Mil, reflecting a 40.89% gain to date.
COREPATH WEALTH PARTNERS LLC IVV ($628.17) Holding Chart
COREPATH WEALTH PARTNERS LLC IVV ($628.17) 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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