Cascadia Advisory Services, LLC IVV Holdings History
Cascadia Advisory Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2021-09-30, Cascadia Advisory Services, LLC held 31,646.00 shares of iShares Core S&P 500 ETF(IVV), totaling $13.63 Mil. This investment constitutes 2.81% of their stock portfolio, and Cascadia Advisory Services, 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 Cascadia Advisory Services, LLC has made 3 purchases of IVV, at an average price of $329.83, for a total of 45,299.00 shares. In addition, there have been 2 sales at an average price of $383.37 for 13,653.00 shares. Based on historical transaction data and IVV's current price of $628.17, Cascadia Advisory Services, LLC's estimated gain on his IVV holdings is $10.17 Mil, reflecting a 68.08% gain to date.
Cascadia Advisory Services, LLC IVV ($628.17) Holding Chart
Cascadia Advisory Services, 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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