Fairhaven Wealth Management, LLC IVV Holdings History
Fairhaven Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held 103,591.00 shares of iShares Core S&P 500 ETF(IVV), totaling $60.98 Mil. This investment constitutes 19.07% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Fairhaven Wealth Management, LLC has made 20 purchases of IVV, at an average price of $354.18, for a total of 107,618.00 shares. In addition, there have been 2 sales at an average price of $376.84 for 4,027.00 shares. Based on historical transaction data and IVV's current price of $630.67, Fairhaven Wealth Management, LLC's estimated gain on his IVV holdings is $28.73 Mil, reflecting a 75.38% gain to date.
Fairhaven Wealth Management, LLC IVV ($630.67) Holding Chart
Fairhaven Wealth Management, 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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