Quotient Wealth Partners, LLC IVV Holdings History
Quotient Wealth Partners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Quotient Wealth Partners, LLC held 570,383.00 shares of iShares Core S&P 500 ETF(IVV), totaling $320.50 Mil. This investment constitutes 10.24% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 0.06% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Quotient Wealth Partners, LLC has made 4 purchases of IVV, at an average price of $463.09, for a total of 603,616.00 shares. In addition, there have been 1 sales at an average price of $590.51 for 33,233.00 shares. Based on historical transaction data and IVV's current price of $629.75, Quotient Wealth Partners, LLC's estimated gain on his IVV holdings is $99.29 Mil, reflecting a 35.52% gain to date.
Quotient Wealth Partners, LLC IVV ($629.75) Holding Chart
Quotient Wealth Partners, LLC IVV ($629.75) 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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