WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IVV Holdings History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 6.46 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $4.06 Bil. This investment constitutes 6.71% of their stock portfolio, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC now holds 0.65% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q4. And since then WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has made 27 purchases of IVV, at an average price of $411.66, for a total of 6.72 Mil shares. In addition, there have been 5 sales at an average price of $562.27 for 260,330.00 shares. Based on historical transaction data and IVV's current price of $624.99, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's estimated gain on his IVV holdings is $1.42 Bil, reflecting a 51.23% gain to date.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IVV ($624.99) Holding Chart
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IVV ($624.99) 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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