Wayfinding Financial, LLC IVV Holdings History
Wayfinding Financial, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wayfinding Financial, LLC held 17,842.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.03 Mil. This investment constitutes 4.39% of their stock portfolio, and Wayfinding Financial, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Wayfinding Financial, LLC has made 2 purchases of IVV, at an average price of $456.91, for a total of 30,784.00 shares. In addition, there have been 11 sales at an average price of $464.66 for 12,942.00 shares. Based on historical transaction data and IVV's current price of $626.58, Wayfinding Financial, LLC's estimated gain on his IVV holdings is $3.13 Mil, reflecting a 22.24% gain to date.
Wayfinding Financial, LLC IVV ($626.58) Holding Chart
Wayfinding Financial, LLC IVV ($626.58) 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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