CWM, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CWM, LLC held 1.80 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $1.01 Bil. This investment constitutes 4.04% of their stock portfolio, and CWM, LLC now holds 0.18% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then CWM, LLC has made 13 purchases of IVV, at an average price of $360.00, for a total of 3.56 Mil shares. In addition, there have been 12 sales at an average price of $508.39 for 1.76 Mil shares. Based on historical transaction data and IVV's current price of $631.74, CWM, LLC's estimated gain on his IVV holdings is $750.76 Mil, reflecting a 58.58% gain to date.
CWM, LLC IVV ($631.74) Holding Chart
CWM, 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 % | |||
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