NovaPoint Capital, LLC IVV Holdings History
NovaPoint Capital, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, NovaPoint Capital, LLC held 9,561.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.94 Mil. This investment constitutes 1.82% of their stock portfolio, and NovaPoint Capital, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then NovaPoint Capital, LLC has made 10 purchases of IVV, at an average price of $364.63, for a total of 42,921.00 shares. In addition, there have been 12 sales at an average price of $431.53 for 33,360.00 shares. Based on historical transaction data and IVV's current price of $637.58, NovaPoint Capital, LLC's estimated gain on his IVV holdings is $4.84 Mil, reflecting a 30.94% gain to date.
NovaPoint Capital, LLC IVV ($637.58) Holding Chart
NovaPoint Capital, LLC IVV ($637.58) 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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