Milestone Asset Management Group, LLC IVV Holdings History
Milestone Asset Management Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Milestone Asset Management Group, LLC held 6,759.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.80 Mil. This investment constitutes 3.43% of their stock portfolio, and Milestone Asset Management Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. And since then Milestone Asset Management Group, LLC has made 1 purchases of IVV, at an average price of $590.51, for a total of 6,759.00 shares. Based on historical transaction data and IVV's current price of $624.99, Milestone Asset Management Group, LLC's estimated gain on his IVV holdings is $233,050.32, reflecting a 5.84% gain to date.
Milestone Asset Management Group, LLC IVV ($624.99) Holding Chart
Milestone Asset Management Group, LLC IVV ($624.99) 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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