Wellspring Financial Advisors, LLC IVV Holdings History
Wellspring Financial Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 482,908.00 shares of iShares Core S&P 500 ETF(IVV), totaling $271.34 Mil. This investment constitutes 30.19% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.05% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q1. And since then Wellspring Financial Advisors, LLC has made 14 purchases of IVV, at an average price of $506.14, for a total of 502,077.00 shares. In addition, there have been 6 sales at an average price of $444.62 for 19,169.00 shares. Based on historical transaction data and IVV's current price of $631.74, Wellspring Financial Advisors, LLC's estimated gain on his IVV holdings is $59.47 Mil, reflecting a 23.40% gain to date.
Wellspring Financial Advisors, LLC IVV ($631.74) Holding Chart
Wellspring Financial Advisors, LLC IVV ($631.74) 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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