Riverpoint Wealth Management Holdings, LLC IVV Holdings History
Riverpoint Wealth Management Holdings, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Riverpoint Wealth Management Holdings, LLC held 40,180.00 shares of iShares Core S&P 500 ETF(IVV), totaling $22.58 Mil. This investment constitutes 5.83% of their stock portfolio, and Riverpoint Wealth Management Holdings, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Riverpoint Wealth Management Holdings, LLC has made 6 purchases of IVV, at an average price of $276.29, for a total of 46,143.00 shares. In addition, there have been 22 sales at an average price of $385.23 for 5,963.00 shares. Based on historical transaction data and IVV's current price of $630.67, Riverpoint Wealth Management Holdings, LLC's estimated gain on his IVV holdings is $14.89 Mil, reflecting a 116.78% gain to date.
Riverpoint Wealth Management Holdings, LLC IVV ($630.67) Holding Chart
Riverpoint Wealth Management Holdings, LLC IVV ($630.67) 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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