High Note Wealth, LLC IVV Holdings History
High Note Wealth, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 70,261.00 shares of iShares Core S&P 500 ETF(IVV), totaling $39.48 Mil. This investment constitutes 9.78% of their stock portfolio, and High Note Wealth, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then High Note Wealth, LLC has made 11 purchases of IVV, at an average price of $474.46, for a total of 76,800.00 shares. In addition, there have been 6 sales at an average price of $435.48 for 6,539.00 shares. Based on historical transaction data and IVV's current price of $626.44, High Note Wealth, LLC's estimated gain on his IVV holdings is $10.42 Mil, reflecting a 28.60% gain to date.
High Note Wealth, LLC IVV ($626.44) Holding Chart
High Note Wealth, LLC IVV ($626.44) 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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