Beirne Wealth Consulting Services, LLC IVV Holdings History
Beirne Wealth Consulting Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Beirne Wealth Consulting Services, LLC held 21,643.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.17 Mil. This investment constitutes 4.34% of their stock portfolio, and Beirne Wealth Consulting Services, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Beirne Wealth Consulting Services, LLC has made 13 purchases of IVV, at an average price of $308.97, for a total of 53,209.00 shares. In addition, there have been 11 sales at an average price of $435.49 for 31,566.00 shares. Based on historical transaction data and IVV's current price of $626.44, Beirne Wealth Consulting Services, LLC's estimated gain on his IVV holdings is $10.86 Mil, reflecting a 66.09% gain to date.
Beirne Wealth Consulting Services, LLC IVV ($626.44) Holding Chart
Beirne Wealth Consulting Services, 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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