Etesian Wealth Advisors, Inc. IVV Holdings History
Etesian Wealth Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Etesian Wealth Advisors, Inc. held 17,252.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.69 Mil. This investment constitutes 4.18% of their stock portfolio, and Etesian Wealth Advisors, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Etesian Wealth Advisors, Inc. has made 4 purchases of IVV, at an average price of $529.14, for a total of 17,542.00 shares. In addition, there have been 5 sales at an average price of $471.75 for 290.00 shares. Based on historical transaction data and IVV's current price of $626.44, Etesian Wealth Advisors, Inc.'s estimated gain on his IVV holdings is $1.66 Mil, reflecting a 17.90% gain to date.
Etesian Wealth Advisors, Inc. IVV ($626.44) Holding Chart
Etesian Wealth Advisors, Inc. IVV ($626.44) 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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