HILLTOP WEALTH ADVISORS, LLC IVV Holdings History
HILLTOP WEALTH ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held 34,930.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.69 Mil. This investment constitutes 12.18% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then HILLTOP WEALTH ADVISORS, LLC has made 5 purchases of IVV, at an average price of $388.28, for a total of 45,940.00 shares. In addition, there have been 11 sales at an average price of $478.54 for 11,010.00 shares. Based on historical transaction data and IVV's current price of $637.33, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his IVV holdings is $9.69 Mil, reflecting a 54.34% gain to date.
HILLTOP WEALTH ADVISORS, LLC IVV ($637.33) Holding Chart
HILLTOP WEALTH ADVISORS, LLC IVV ($637.33) 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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