Clarfeld Financial Advisors, LLC IVV Holdings History
Number of Shares
120,453.00
Current Holdings Value*
$30.34 Mil
% of Portfolio
25.79%
Total Estimate Gain
$43.37 Mil
% of Total Estimate Gain
133.07%
Clarfeld Financial Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2018-12-31, Clarfeld Financial Advisors, LLC held 120,453.00 shares of iShares Core S&P 500 ETF(IVV), totaling $30.34 Mil. This investment constitutes 25.79% of their stock portfolio, and Clarfeld Financial Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. Based on historical transaction data and IVV's current price of $630.67, Clarfeld Financial Advisors, LLC's estimated gain on his IVV holdings is $43.37 Mil, reflecting a 133.07% gain to date.
Clarfeld Financial Advisors, LLC IVV ($630.67) Holding Chart
Clarfeld Financial Advisors, 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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