Resonant Capital Advisors, LLC IVV Holdings History
Resonant Capital Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Resonant Capital Advisors, LLC held 149,240.00 shares of iShares Core S&P 500 ETF(IVV), totaling $83.86 Mil. This investment constitutes 5.85% of their stock portfolio, and Resonant Capital Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Resonant Capital Advisors, LLC has made 20 purchases of IVV, at an average price of $379.19, for a total of 157,222.00 shares. In addition, there have been 2 sales at an average price of $425.81 for 7,982.00 shares. Based on historical transaction data and IVV's current price of $631.73, Resonant Capital Advisors, LLC's estimated gain on his IVV holdings is $38.06 Mil, reflecting a 63.84% gain to date.
Resonant Capital Advisors, LLC IVV ($631.73) Holding Chart
Resonant Capital Advisors, LLC IVV ($631.73) 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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