BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC IVV Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 9,824.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.52 Mil. This investment constitutes 1.05% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 14 purchases of IVV, at an average price of $358.37, for a total of 34,049.00 shares. In addition, there have been 21 sales at an average price of $356.31 for 24,225.00 shares. Based on historical transaction data and IVV's current price of $626.44, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his IVV holdings is $2.58 Mil, reflecting a 21.17% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC IVV ($626.44) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC IVV ($626.44) 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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