Emerald Advisors, LLC IVV Holdings History
Emerald Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Emerald Advisors, LLC held 11,918.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.40 Mil. This investment constitutes 0.95% of their stock portfolio, and Emerald Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Emerald Advisors, LLC has made 16 purchases of IVV, at an average price of $376.73, for a total of 13,616.00 shares. In addition, there have been 6 sales at an average price of $475.13 for 1,698.00 shares. Based on historical transaction data and IVV's current price of $633.43, Emerald Advisors, LLC's estimated gain on his IVV holdings is $3.23 Mil, reflecting a 62.90% gain to date.
Emerald Advisors, LLC IVV ($633.43) Holding Chart
Emerald Advisors, LLC IVV ($633.43) 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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