MOTIVE WEALTH ADVISORS IVV Holdings History
MOTIVE WEALTH ADVISORS's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, MOTIVE WEALTH ADVISORS held 22,811.00 shares of iShares Core S&P 500 ETF(IVV), totaling $14.16 Mil. This investment constitutes 6.45% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 1 purchases of IVV, at an average price of $445.17, for a total of 47,224.00 shares. In addition, there have been 11 sales at an average price of $419.85 for 24,413.00 shares. Based on historical transaction data and IVV's current price of $631.73, MOTIVE WEALTH ADVISORS's estimated gain on his IVV holdings is $3.64 Mil, reflecting a 17.30% gain to date.
MOTIVE WEALTH ADVISORS IVV ($631.73) Holding Chart
MOTIVE WEALTH ADVISORS IVV ($631.73) 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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