Ropes Wealth Advisors LLC IVV Holdings History
Ropes Wealth Advisors LLC's iShares Core S&P 500 ETF Holding Summary
As of 2023-09-30, Ropes Wealth Advisors LLC held 51,280.00 shares of iShares Core S&P 500 ETF(IVV), totaling $22.02 Mil. This investment constitutes 4.27% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q1. And since then Ropes Wealth Advisors LLC has made 11 purchases of IVV, at an average price of $294.61, for a total of 61,051.00 shares. In addition, there have been 10 sales at an average price of $372.56 for 9,771.00 shares. Based on historical transaction data and IVV's current price of $617.46, Ropes Wealth Advisors LLC's estimated gain on his IVV holdings is $17.32 Mil, reflecting a 96.28% gain to date.
Ropes Wealth Advisors LLC IVV ($617.46) Holding Chart
Ropes Wealth Advisors 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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