Buck Wealth Strategies, LLC IVV Holdings History
Buck Wealth Strategies, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Buck Wealth Strategies, LLC held 81,193.00 shares of iShares Core S&P 500 ETF(IVV), totaling $45.62 Mil. This investment constitutes 8.29% of their stock portfolio, and Buck Wealth Strategies, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q3. And since then Buck Wealth Strategies, LLC has made 4 purchases of IVV, at an average price of $514.56, for a total of 131,540.00 shares. In addition, there have been 4 sales at an average price of $454.14 for 50,347.00 shares. Based on historical transaction data and IVV's current price of $628.17, Buck Wealth Strategies, LLC's estimated gain on his IVV holdings is $6.18 Mil, reflecting a 9.13% gain to date.
Buck Wealth Strategies, LLC IVV ($628.17) Holding Chart
Buck Wealth Strategies, LLC IVV ($628.17) 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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