Cahill Wealth Management, LLC IVV Holdings History
Cahill Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Cahill Wealth Management, LLC held 125,192.00 shares of iShares Core S&P 500 ETF(IVV), totaling $70.35 Mil. This investment constitutes 35.8% of their stock portfolio, and Cahill Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then Cahill Wealth Management, LLC has made 6 purchases of IVV, at an average price of $447.22, for a total of 138,733.00 shares. In addition, there have been 6 sales at an average price of $400.81 for 13,541.00 shares. Based on historical transaction data and IVV's current price of $630.67, Cahill Wealth Management, LLC's estimated gain on his IVV holdings is $22.34 Mil, reflecting a 36.00% gain to date.
Cahill Wealth Management, LLC IVV ($630.67) Holding Chart
Cahill Wealth Management, LLC IVV ($630.67) 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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