My Legacy Advisors, LLC IVV Holdings History
My Legacy Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, My Legacy Advisors, LLC held 14,381.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.04 Mil. This investment constitutes 3.22% of their stock portfolio, and My Legacy Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then My Legacy Advisors, LLC has made 10 purchases of IVV, at an average price of $433.28, for a total of 21,639.00 shares. In addition, there have been 3 sales at an average price of $562.90 for 7,258.00 shares. Based on historical transaction data and IVV's current price of $630.93, My Legacy Advisors, LLC's estimated gain on his IVV holdings is $3.78 Mil, reflecting a 40.35% gain to date.
My Legacy Advisors, LLC IVV ($630.93) Holding Chart
My Legacy 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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