BDO Wealth Advisors, LLC IVV Holdings History
BDO Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2023-06-30, BDO Wealth Advisors, LLC held 72,015.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.10 Mil. This investment constitutes 3.68% of their stock portfolio, and BDO Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then BDO Wealth Advisors, LLC has made 14 purchases of IVV, at an average price of $302.88, for a total of 96,196.00 shares. In addition, there have been 8 sales at an average price of $380.56 for 24,181.00 shares. Based on historical transaction data and IVV's current price of $631.74, BDO Wealth Advisors, LLC's estimated gain on his IVV holdings is $25.56 Mil, reflecting a 87.73% gain to date.
BDO Wealth Advisors, LLC IVV ($631.74) Holding Chart
BDO Wealth 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
