UNIQUE WEALTH, LLC IVV Holdings History
UNIQUE WEALTH, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, UNIQUE WEALTH, LLC held 109,960.00 shares of iShares Core S&P 500 ETF(IVV), totaling $61.79 Mil. This investment constitutes 11.67% of their stock portfolio, and UNIQUE WEALTH, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then UNIQUE WEALTH, LLC has made 5 purchases of IVV, at an average price of $399.03, for a total of 168,386.00 shares. In addition, there have been 4 sales at an average price of $584.48 for 58,426.00 shares. Based on historical transaction data and IVV's current price of $626.44, UNIQUE WEALTH, LLC's estimated gain on his IVV holdings is $35.84 Mil, reflecting a 53.34% gain to date.
UNIQUE WEALTH, LLC IVV ($626.44) Holding Chart
UNIQUE WEALTH, LLC IVV ($626.44) 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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