SVB WEALTH LLC IVV Holdings History
SVB WEALTH LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, SVB WEALTH LLC held - shares of iShares Core S&P 500 ETF(IVV), totaling N/A. This investment constitutes 0% of their stock portfolio, and SVB WEALTH LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q2. And since then SVB WEALTH LLC has made 14 purchases of IVV, at an average price of $344.62, for a total of 1.41 Mil shares. In addition, there have been 10 sales at an average price of $441.86 for 1.41 Mil shares. Based on historical transaction data and IVV's current price of $629.83, SVB WEALTH LLC's estimated gain on his IVV holdings is $137.13 Mil, reflecting a 28.22% gain to date.
SVB WEALTH LLC IVV ($629.83) Holding Chart
SVB WEALTH LLC IVV ($629.83) 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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