Joel Adams & Associates, Inc. IVV Holdings History
Joel Adams & Associates, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Joel Adams & Associates, Inc. held 981.00 shares of iShares Core S&P 500 ETF(IVV), totaling $551,290.00. This investment constitutes 0.5% of their stock portfolio, and Joel Adams & Associates, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 548.00 shares. Based on historical transaction data and IVV's current price of $626.44, Joel Adams & Associates, Inc.'s estimated gain on his IVV holdings is $32,617.45, reflecting a 3.60% gain to date.
Joel Adams & Associates, Inc. IVV ($626.44) Holding Chart
Joel Adams & Associates, Inc. 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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