Outlook Wealth Advisors, LLC IVV Holdings History
Outlook Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Outlook Wealth Advisors, LLC held 32,315.00 shares of iShares Core S&P 500 ETF(IVV), totaling $18.16 Mil. This investment constitutes 5.05% of their stock portfolio, and Outlook Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Outlook Wealth Advisors, LLC has made 14 purchases of IVV, at an average price of $365.32, for a total of 87,289.00 shares. In addition, there have been 11 sales at an average price of $386.59 for 54,974.00 shares. Based on historical transaction data and IVV's current price of $630.67, Outlook Wealth Advisors, LLC's estimated gain on his IVV holdings is $9.74 Mil, reflecting a 30.56% gain to date.
Outlook Wealth Advisors, LLC IVV ($630.67) Holding Chart
Outlook Wealth Advisors, LLC IVV ($630.67) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
