Cascade Financial Partners, LLC IVV Holdings History
Cascade Financial Partners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 50,405.00 shares of iShares Core S&P 500 ETF(IVV), totaling $28.32 Mil. This investment constitutes 3.57% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 2 purchases of IVV, at an average price of $501.48, for a total of 52,030.00 shares. In addition, there have been 2 sales at an average price of $585.57 for 1,625.00 shares. Based on historical transaction data and IVV's current price of $637.33, Cascade Financial Partners, LLC's estimated gain on his IVV holdings is $6.98 Mil, reflecting a 26.77% gain to date.
Cascade Financial Partners, LLC IVV ($637.33) Holding Chart
Cascade Financial Partners, 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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