Shared Vision Wealth Group LLC IVV Holdings History
Shared Vision Wealth Group LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 40,990.00 shares of iShares Core S&P 500 ETF(IVV), totaling $23.03 Mil. This investment constitutes 12.58% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $535.11 for 18,801.00 shares. Based on historical transaction data and IVV's current price of $630.93, Shared Vision Wealth Group LLC's estimated gain on his IVV holdings is $9.16 Mil, reflecting a 34.23% gain to date.
Shared Vision Wealth Group LLC IVV ($630.93) Holding Chart
Shared Vision Wealth Group LLC IVV ($630.93) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
