Client First Capital LLC IVV Holdings History
Client First Capital LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Client First Capital LLC held 47,578.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.73 Mil. This investment constitutes 13.7% of their stock portfolio, and Client First Capital LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Client First Capital LLC has made 5 purchases of IVV, at an average price of $499.73, for a total of 67,282.00 shares. In addition, there have been 8 sales at an average price of $432.53 for 19,704.00 shares. Based on historical transaction data and IVV's current price of $630.67, Client First Capital LLC's estimated gain on his IVV holdings is $4.91 Mil, reflecting a 14.59% gain to date.
Client First Capital LLC IVV ($630.67) Holding Chart
Client First Capital 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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