BWM Planning, LLC IVV Holdings History
Number of Shares
16,122.00
Current Holdings Value*
$9.06 Mil
% of Portfolio
3.83%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
13.07%
BWM Planning, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BWM Planning, LLC held 16,122.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.06 Mil. This investment constitutes 3.83% of their stock portfolio, and BWM Planning, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $591.47 for 3,300.00 shares. Based on historical transaction data and IVV's current price of $636.31, BWM Planning, LLC's estimated gain on his IVV holdings is $1.41 Mil, reflecting a 13.07% gain to date.
BWM Planning, LLC IVV ($636.31) Holding Chart
BWM Planning, LLC IVV ($636.31) 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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