ELEMENT POINTE ADVISORS, LLC IVV Holdings History
ELEMENT POINTE ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, ELEMENT POINTE ADVISORS, LLC held 279,477.00 shares of iShares Core S&P 500 ETF(IVV), totaling $157.04 Mil. This investment constitutes 38.18% of their stock portfolio, and ELEMENT POINTE ADVISORS, LLC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then ELEMENT POINTE ADVISORS, LLC has made 13 purchases of IVV, at an average price of $377.84, for a total of 355,847.00 shares. In addition, there have been 12 sales at an average price of $357.38 for 76,370.00 shares. Based on historical transaction data and IVV's current price of $630.67, ELEMENT POINTE ADVISORS, LLC's estimated gain on his IVV holdings is $69.10 Mil, reflecting a 51.39% gain to date.
ELEMENT POINTE ADVISORS, LLC IVV ($630.67) Holding Chart
ELEMENT POINTE 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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