Wescott Financial Advisory Group, LLC IVV Holdings History
Wescott Financial Advisory Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 66,067.00 shares of iShares Core S&P 500 ETF(IVV), totaling $37.12 Mil. This investment constitutes 3.85% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q2. And since then Wescott Financial Advisory Group, LLC has made 10 purchases of IVV, at an average price of $454.93, for a total of 80,697.00 shares. In addition, there have been 6 sales at an average price of $453.27 for 14,630.00 shares. Based on historical transaction data and IVV's current price of $627.25, Wescott Financial Advisory Group, LLC's estimated gain on his IVV holdings is $11.36 Mil, reflecting a 30.95% gain to date.
Wescott Financial Advisory Group, LLC IVV ($627.25) Holding Chart
Wescott Financial Advisory Group, 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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