Nova R Wealth, Inc. IVV Holdings History
Nova R Wealth, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Nova R Wealth, Inc. held 39,127.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.99 Mil. This investment constitutes 10.89% of their stock portfolio, and Nova R Wealth, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Nova R Wealth, Inc. has made 9 purchases of IVV, at an average price of $433.41, for a total of 44,786.00 shares. In addition, there have been 4 sales at an average price of $464.60 for 5,659.00 shares. Based on historical transaction data and IVV's current price of $626.44, Nova R Wealth, Inc.'s estimated gain on his IVV holdings is $7.73 Mil, reflecting a 39.82% gain to date.
Nova R Wealth, Inc. IVV ($626.44) Holding Chart
Nova R Wealth, Inc. IVV ($626.44) 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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