Truadvice, LLC IVV Holdings History
Truadvice, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2023-09-30, Truadvice, LLC held 12,909.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.71 Mil. This investment constitutes 2.34% of their stock portfolio, and Truadvice, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q3. And since then Truadvice, LLC has made 7 purchases of IVV, at an average price of $380.07, for a total of 34,908.00 shares. In addition, there have been 5 sales at an average price of $438.36 for 21,999.00 shares. Based on historical transaction data and IVV's current price of $636.44, Truadvice, LLC's estimated gain on his IVV holdings is $4.59 Mil, reflecting a 34.61% gain to date.
Truadvice, LLC IVV ($636.44) Holding Chart
Truadvice, LLC IVV ($636.44) 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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