Crestmont Private Wealth LLC IVV Holdings History
Crestmont Private Wealth LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Crestmont Private Wealth LLC held 101,141.00 shares of iShares Core S&P 500 ETF(IVV), totaling $56.83 Mil. This investment constitutes 24.6% of their stock portfolio, and Crestmont Private Wealth LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Crestmont Private Wealth LLC has made 9 purchases of IVV, at an average price of $456.35, for a total of 116,158.00 shares. In addition, there have been 4 sales at an average price of $512.58 for 15,017.00 shares. Based on historical transaction data and IVV's current price of $636.29, Crestmont Private Wealth LLC's estimated gain on his IVV holdings is $19.04 Mil, reflecting a 35.93% gain to date.
Crestmont Private Wealth LLC IVV ($636.29) Holding Chart
Crestmont Private Wealth LLC IVV ($636.29) 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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