Highwater Wealth Management, LLC IVV Holdings History
Highwater Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2019-09-30, Highwater Wealth Management, LLC held 3,274.00 shares of iShares Core S&P 500 ETF(IVV), totaling $977,000.00. This investment constitutes 4.32% of their stock portfolio, and Highwater Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Highwater Wealth Management, LLC has made 1 purchases of IVV, at an average price of $270.59, for a total of 3,627.00 shares. In addition, there have been 3 sales at an average price of $278.72 for 353.00 shares. Based on historical transaction data and IVV's current price of $633.54, Highwater Wealth Management, LLC's estimated gain on his IVV holdings is $1.19 Mil, reflecting a 121.37% gain to date.
Highwater Wealth Management, LLC IVV ($633.54) Holding Chart
Highwater Wealth Management, LLC IVV ($633.54) 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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