Number of Shares
35,567.00
Current Holdings Value*
$19.99 Mil
% of Portfolio
3.06%
Total Estimate Gain
$10.66 Mil
% of Total Estimate Gain
57.48%

CVA Family Office, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, CVA Family Office, LLC held 35,567.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.99 Mil. This investment constitutes 3.06% of their stock portfolio, and CVA Family Office, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q4. And since then CVA Family Office, LLC has made 12 purchases of IVV, at an average price of $353.90, for a total of 52,430.00 shares. In addition, there have been 9 sales at an average price of $388.53 for 16,863.00 shares. Based on historical transaction data and IVV's current price of $637.33, CVA Family Office, LLC's estimated gain on his IVV holdings is $10.66 Mil, reflecting a 57.48% gain to date.

CVA Family Office, LLC IVV ($637.33) Holding Chart

CVA Family Office, LLC IVV ($637.33) 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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