Evoke Wealth, LLC IVV Holdings History
Evoke Wealth, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Evoke Wealth, LLC held 629,942.00 shares of iShares Core S&P 500 ETF(IVV), totaling $353.96 Mil. This investment constitutes 9.24% of their stock portfolio, and Evoke Wealth, LLC now holds 0.06% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q3. And since then Evoke Wealth, LLC has made 14 purchases of IVV, at an average price of $487.00, for a total of 1.90 Mil shares. In addition, there have been 6 sales at an average price of $484.32 for 1.27 Mil shares. Based on historical transaction data and IVV's current price of $630.67, Evoke Wealth, LLC's estimated gain on his IVV holdings is $87.11 Mil, reflecting a 9.40% gain to date.
Evoke Wealth, LLC IVV ($630.67) Holding Chart
Evoke Wealth, 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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