Connectus Wealth, LLC IVV Holdings History
Connectus Wealth, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-03-31, Connectus Wealth, LLC held 2,051.00 shares of iShares Core S&P 500 ETF(IVV), totaling $712,460.00. This investment constitutes 0.02% of their stock portfolio, and Connectus Wealth, LLC now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then Connectus Wealth, LLC has made 5 purchases of IVV, at an average price of $441.45, for a total of 298,649.00 shares. In addition, there have been 7 sales at an average price of $470.08 for 296,598.00 shares. Based on historical transaction data and IVV's current price of $630.67, Connectus Wealth, LLC's estimated gain on his IVV holdings is $8.88 Mil, reflecting a 6.73% gain to date.
Connectus Wealth, LLC IVV ($630.67) Holding Chart
Connectus Wealth, 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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