TPB WEALTH ADVISORS IVV Holdings History
TPB WEALTH ADVISORS's iShares Core S&P 500 ETF Holding Summary
As of 2023-03-31, TPB WEALTH ADVISORS held 88,670.00 shares of iShares Core S&P 500 ETF(IVV), totaling $36.45 Mil. This investment constitutes 19.86% of their stock portfolio, and TPB WEALTH ADVISORS now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then TPB WEALTH ADVISORS has made 3 purchases of IVV, at an average price of $406.54, for a total of 235,532.00 shares. In addition, there have been 6 sales at an average price of $399.59 for 146,862.00 shares. Based on historical transaction data and IVV's current price of $628.17, TPB WEALTH ADVISORS's estimated gain on his IVV holdings is $18.63 Mil, reflecting a 19.46% gain to date.
TPB WEALTH ADVISORS IVV ($628.17) Holding Chart
TPB WEALTH ADVISORS IVV ($628.17) 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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