Elk River Wealth Management, LLC IVV Holdings History
Elk River Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Elk River Wealth Management, LLC held 50,992.00 shares of iShares Core S&P 500 ETF(IVV), totaling $28.65 Mil. This investment constitutes 5.36% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Elk River Wealth Management, LLC has made 15 purchases of IVV, at an average price of $389.24, for a total of 61,976.00 shares. In addition, there have been 2 sales at an average price of $508.63 for 10,984.00 shares. Based on historical transaction data and IVV's current price of $628.17, Elk River Wealth Management, LLC's estimated gain on his IVV holdings is $13.50 Mil, reflecting a 55.94% gain to date.
Elk River Wealth Management, LLC IVV ($628.17) Holding Chart
Elk River Wealth Management, LLC IVV ($628.17) 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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