BCGM Wealth Management, LLC IVV Holdings History
BCGM Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BCGM Wealth Management, LLC held 27,796.00 shares of iShares Core S&P 500 ETF(IVV), totaling $15.62 Mil. This investment constitutes 4.8% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then BCGM Wealth Management, LLC has made 8 purchases of IVV, at an average price of $400.67, for a total of 85,824.00 shares. In addition, there have been 9 sales at an average price of $439.84 for 58,028.00 shares. Based on historical transaction data and IVV's current price of $631.74, BCGM Wealth Management, LLC's estimated gain on his IVV holdings is $8.70 Mil, reflecting a 25.29% gain to date.
BCGM Wealth Management, LLC IVV ($631.74) Holding Chart
BCGM Wealth Management, 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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