Circle Wealth Management, LLC IVV Holdings History
Circle Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 734,631.00 shares of iShares Core S&P 500 ETF(IVV), totaling $412.79 Mil. This investment constitutes 9.47% of their stock portfolio, and Circle Wealth Management, LLC now holds 0.07% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Circle Wealth Management, LLC has made 6 purchases of IVV, at an average price of $459.05, for a total of 1.03 Mil shares. In addition, there have been 2 sales at an average price of $447.08 for 297,958.00 shares. Based on historical transaction data and IVV's current price of $628.17, Circle Wealth Management, LLC's estimated gain on his IVV holdings is $120.68 Mil, reflecting a 25.46% gain to date.
Circle Wealth Management, LLC IVV ($628.17) Holding Chart
Circle Wealth Management, 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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