Fifth Third Wealth Advisors LLC IVV Holdings History
Number of Shares
432,042.00
Current Holdings Value*
$242.76 Mil
% of Portfolio
12.57%
Total Estimate Gain
$45.74 Mil
% of Total Estimate Gain
20.25%
Fifth Third Wealth Advisors LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Fifth Third Wealth Advisors LLC held 432,042.00 shares of iShares Core S&P 500 ETF(IVV), totaling $242.76 Mil. This investment constitutes 12.57% of their stock portfolio, and Fifth Third Wealth Advisors LLC now holds 0.04% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q1. And since then Fifth Third Wealth Advisors LLC has made 8 purchases of IVV, at an average price of $522.97, for a total of 432,042.00 shares. Based on historical transaction data and IVV's current price of $628.85, Fifth Third Wealth Advisors LLC's estimated gain on his IVV holdings is $45.74 Mil, reflecting a 20.25% gain to date.
Fifth Third Wealth Advisors LLC IVV ($628.85) Holding Chart
Fifth Third Wealth Advisors LLC IVV ($628.85) 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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