Private Wealth Advisors, Inc. IVV Holdings History
Private Wealth Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2020-12-31, Private Wealth Advisors, Inc. held 17,606.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.61 Mil. This investment constitutes 3.77% of their stock portfolio, and Private Wealth Advisors, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Private Wealth Advisors, Inc. has made 8 purchases of IVV, at an average price of $278.25, for a total of 19,500.00 shares. In addition, there have been 3 sales at an average price of $301.37 for 1,894.00 shares. Based on historical transaction data and IVV's current price of $623.83, Private Wealth Advisors, Inc.'s estimated gain on his IVV holdings is $6.13 Mil, reflecting a 112.94% gain to date.
Private Wealth Advisors, Inc. IVV ($623.83) Holding Chart
Private Wealth Advisors, Inc. IVV ($623.83) 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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