Rede Wealth, LLC IVV Holdings History
Rede Wealth, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Rede Wealth, LLC held 10,413.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.85 Mil. This investment constitutes 2.07% of their stock portfolio, and Rede Wealth, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Rede Wealth, LLC has made 11 purchases of IVV, at an average price of $389.41, for a total of 11,681.00 shares. In addition, there have been 6 sales at an average price of $464.94 for 1,268.00 shares. Based on historical transaction data and IVV's current price of $627.03, Rede Wealth, LLC's estimated gain on his IVV holdings is $2.57 Mil, reflecting a 56.50% gain to date.
Rede Wealth, LLC IVV ($627.03) Holding Chart
Rede Wealth, LLC IVV ($627.03) 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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