NRI Wealth Management LC IVV Holdings History
NRI Wealth Management LC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, NRI Wealth Management LC held 58,529.00 shares of iShares Core S&P 500 ETF(IVV), totaling $36.34 Mil. This investment constitutes 21.92% of their stock portfolio, and NRI Wealth Management LC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then NRI Wealth Management LC has made 2 purchases of IVV, at an average price of $460.38, for a total of 62,476.00 shares. In addition, there have been 1 sales at an average price of $590.51 for 3,947.00 shares. Based on historical transaction data and IVV's current price of $636.61, NRI Wealth Management LC's estimated gain on his IVV holdings is $10.83 Mil, reflecting a 37.65% gain to date.
NRI Wealth Management LC IVV ($636.61) Holding Chart
NRI Wealth Management LC IVV ($636.61) 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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