Icon Wealth Advisors, LLC IVV Holdings History
Icon Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 184,466.00 shares of iShares Core S&P 500 ETF(IVV), totaling $103.65 Mil. This investment constitutes 8.53% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 1 purchases of IVV, at an average price of $411.57, for a total of 287,458.00 shares. In addition, there have been 6 sales at an average price of $518.62 for 102,992.00 shares. Based on historical transaction data and IVV's current price of $637.33, Icon Wealth Advisors, LLC's estimated gain on his IVV holdings is $52.67 Mil, reflecting a 44.52% gain to date.
Icon Wealth Advisors, LLC IVV ($637.33) Holding Chart
Icon 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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