Transform Wealth, LLC IVV Holdings History
Transform Wealth, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 27,910.00 shares of iShares Core S&P 500 ETF(IVV), totaling $15.68 Mil. This investment constitutes 0.95% of their stock portfolio, and Transform Wealth, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 17 purchases of IVV, at an average price of $388.66, for a total of 91,059.00 shares. In addition, there have been 11 sales at an average price of $424.50 for 63,149.00 shares. Based on historical transaction data and IVV's current price of $630.67, Transform Wealth, LLC's estimated gain on his IVV holdings is $9.02 Mil, reflecting a 25.48% gain to date.
Transform Wealth, LLC IVV ($630.67) Holding Chart
Transform Wealth, LLC IVV ($630.67) 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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