Forvis Mazars Wealth Advisors, LLC IVV Holdings History
Forvis Mazars Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 152,859.00 shares of iShares Core S&P 500 ETF(IVV), totaling $85.89 Mil. This investment constitutes 2.06% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q3. And since then Forvis Mazars Wealth Advisors, LLC has made 15 purchases of IVV, at an average price of $192.99, for a total of 319,012.00 shares. In addition, there have been 31 sales at an average price of $296.52 for 166,153.00 shares. Based on historical transaction data and IVV's current price of $630.93, Forvis Mazars Wealth Advisors, LLC's estimated gain on his IVV holdings is $84.15 Mil, reflecting a 136.68% gain to date.
Forvis Mazars Wealth Advisors, LLC IVV ($630.93) Holding Chart
Forvis Mazars Wealth Advisors, LLC IVV ($630.93) 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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