Sonoma Private Wealth LLC IVV Holdings History
Sonoma Private Wealth LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Sonoma Private Wealth LLC held 8,808.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.95 Mil. This investment constitutes 6.86% of their stock portfolio, and Sonoma Private Wealth LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Sonoma Private Wealth LLC has made 3 purchases of IVV, at an average price of $394.70, for a total of 9,972.00 shares. In addition, there have been 5 sales at an average price of $526.62 for 1,164.00 shares. Based on historical transaction data and IVV's current price of $637.33, Sonoma Private Wealth LLC's estimated gain on his IVV holdings is $2.29 Mil, reflecting a 58.20% gain to date.
Sonoma Private Wealth LLC IVV ($637.33) Holding Chart
Sonoma Private Wealth LLC IVV ($637.33) 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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