Number of Shares
46,836.00
Current Holdings Value*
$29.08 Mil
% of Portfolio
10.51%
Total Estimate Gain
$8.94 Mil
% of Total Estimate Gain
41.40%

Sandy Cove Advisors, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Sandy Cove Advisors, LLC held 46,836.00 shares of iShares Core S&P 500 ETF(IVV), totaling $29.08 Mil. This investment constitutes 10.51% of their stock portfolio, and Sandy Cove Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q4. And since then Sandy Cove Advisors, LLC has made 11 purchases of IVV, at an average price of $445.14, for a total of 48,530.00 shares. In addition, there have been 3 sales at an average price of $564.74 for 1,694.00 shares. Based on historical transaction data and IVV's current price of $631.74, Sandy Cove Advisors, LLC's estimated gain on his IVV holdings is $8.94 Mil, reflecting a 41.40% gain to date.

Sandy Cove Advisors, LLC IVV ($631.74) Holding Chart

Sandy Cove Advisors, LLC IVV ($631.74) 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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