Emerson Wealth, LLC IVV Holdings History
Emerson Wealth, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2022-06-30, Emerson Wealth, LLC held 18,470.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.00 Mil. This investment constitutes 4.59% of their stock portfolio, and Emerson Wealth, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q1. And since then Emerson Wealth, LLC has made 7 purchases of IVV, at an average price of $368.26, for a total of 19,169.00 shares. In addition, there have been 3 sales at an average price of $325.64 for 699.00 shares. Based on historical transaction data and IVV's current price of $637.58, Emerson Wealth, LLC's estimated gain on his IVV holdings is $4.94 Mil, reflecting a 70.05% gain to date.
Emerson Wealth, LLC IVV ($637.58) Holding Chart
Emerson Wealth, LLC IVV ($637.58) 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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