REDW Wealth LLC IVV Holdings History
REDW Wealth LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, REDW Wealth LLC held 21,305.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.97 Mil. This investment constitutes 4.46% of their stock portfolio, and REDW Wealth LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q3. And since then REDW Wealth LLC has made 17 purchases of IVV, at an average price of $547.76, for a total of 23,596.00 shares. In addition, there have been 7 sales at an average price of $418.87 for 2,291.00 shares. Based on historical transaction data and IVV's current price of $617.46, REDW Wealth LLC's estimated gain on his IVV holdings is $1.19 Mil, reflecting a 9.20% gain to date.
REDW Wealth LLC IVV ($617.46) Holding Chart
REDW Wealth LLC IVV ($617.46) 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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