KFA Private Wealth Group, LLC IVV Holdings History
KFA Private Wealth Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, KFA Private Wealth Group, LLC held 97,677.00 shares of iShares Core S&P 500 ETF(IVV), totaling $54.88 Mil. This investment constitutes 19.21% of their stock portfolio, and KFA Private Wealth Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then KFA Private Wealth Group, LLC has made 17 purchases of IVV, at an average price of $395.03, for a total of 165,561.00 shares. In addition, there have been 4 sales at an average price of $506.57 for 67,884.00 shares. Based on historical transaction data and IVV's current price of $630.67, KFA Private Wealth Group, LLC's estimated gain on his IVV holdings is $30.59 Mil, reflecting a 46.77% gain to date.
KFA Private Wealth Group, LLC IVV ($630.67) Holding Chart
KFA Private Wealth Group, LLC IVV ($630.67) 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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