Sandy Cove Advisors, LLC IVV Holdings History
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 $637.58, Sandy Cove Advisors, LLC's estimated gain on his IVV holdings is $9.22 Mil, reflecting a 42.66% gain to date.
Sandy Cove Advisors, LLC IVV ($637.58) Holding Chart
Sandy Cove Advisors, LLC IVV ($637.58) 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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