Wealthspire Advisors, LLC IVV Holdings History
Wealthspire Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wealthspire Advisors, LLC held 5.18 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $2.91 Bil. This investment constitutes 17.4% of their stock portfolio, and Wealthspire Advisors, LLC now holds 0.52% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Wealthspire Advisors, LLC has made 21 purchases of IVV, at an average price of $485.72, for a total of 5.56 Mil shares. In addition, there have been 4 sales at an average price of $291.69 for 379,804.00 shares. Based on historical transaction data and IVV's current price of $627.25, Wealthspire Advisors, LLC's estimated gain on his IVV holdings is $659.97 Mil, reflecting a 24.42% gain to date.
Wealthspire Advisors, LLC IVV ($627.25) Holding Chart
Wealthspire Advisors, LLC IVV ($627.25) 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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