JFS WEALTH ADVISORS, LLC IVV Holdings History
JFS WEALTH ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 76,093.00 shares of iShares Core S&P 500 ETF(IVV), totaling $42.76 Mil. This investment constitutes 2.89% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then JFS WEALTH ADVISORS, LLC has made 28 purchases of IVV, at an average price of $415.01, for a total of 87,248.00 shares. In addition, there have been 8 sales at an average price of $333.95 for 11,155.00 shares. Based on historical transaction data and IVV's current price of $630.93, JFS WEALTH ADVISORS, LLC's estimated gain on his IVV holdings is $15.53 Mil, reflecting a 42.88% gain to date.
JFS WEALTH ADVISORS, LLC IVV ($630.93) Holding Chart
JFS 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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