Rothschild & Co Wealth Management UK Ltd IVV Holdings History
Rothschild & Co Wealth Management UK Ltd's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Rothschild & Co Wealth Management UK Ltd held - shares of iShares Core S&P 500 ETF(IVV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Rothschild & Co Wealth Management UK Ltd now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q1. And since then Rothschild & Co Wealth Management UK Ltd has made 6 purchases of IVV, at an average price of $215.15, for a total of 10,052.00 shares. In addition, there have been 5 sales at an average price of $456.47 for 10,052.00 shares. Based on historical transaction data and IVV's current price of $623.33, Rothschild & Co Wealth Management UK Ltd's estimated gain on his IVV holdings is $2.43 Mil, reflecting a 112.17% gain to date.
Rothschild & Co Wealth Management UK Ltd IVV ($623.33) Holding Chart
Rothschild & Co Wealth Management UK Ltd IVV ($623.33) 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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