DRIVE WEALTH MANAGEMENT, LLC IVV Holdings History
DRIVE WEALTH MANAGEMENT, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, DRIVE WEALTH MANAGEMENT, LLC held 47,402.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.64 Mil. This investment constitutes 6.26% of their stock portfolio, and DRIVE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then DRIVE WEALTH MANAGEMENT, LLC has made 8 purchases of IVV, at an average price of $451.41, for a total of 58,757.00 shares. In addition, there have been 2 sales at an average price of $591.69 for 11,355.00 shares. Based on historical transaction data and IVV's current price of $631.73, DRIVE WEALTH MANAGEMENT, LLC's estimated gain on his IVV holdings is $10.14 Mil, reflecting a 38.23% gain to date.
DRIVE WEALTH MANAGEMENT, LLC IVV ($631.73) Holding Chart
DRIVE WEALTH MANAGEMENT, LLC IVV ($631.73) 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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