Alliance Wealth Management Group IVV Holdings History
Alliance Wealth Management Group's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Alliance Wealth Management Group held 38,025.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.37 Mil. This investment constitutes 5.75% of their stock portfolio, and Alliance Wealth Management Group now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Alliance Wealth Management Group has made 20 purchases of IVV, at an average price of $430.37, for a total of 39,908.00 shares. In addition, there have been 7 sales at an average price of $312.34 for 1,883.00 shares. Based on historical transaction data and IVV's current price of $620.67, Alliance Wealth Management Group's estimated gain on his IVV holdings is $7.01 Mil, reflecting a 40.84% gain to date.
Alliance Wealth Management Group IVV ($620.67) Holding Chart
Alliance Wealth Management Group IVV ($620.67) 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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