Chesapeake Wealth Management IVV Holdings History
Chesapeake Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Chesapeake Wealth Management held 11,221.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.31 Mil. This investment constitutes 2.25% of their stock portfolio, and Chesapeake Wealth Management now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q2. And since then Chesapeake Wealth Management has made 7 purchases of IVV, at an average price of $520.62, for a total of 11,393.00 shares. In addition, there have been 1 sales at an average price of $592.23 for 172.00 shares. Based on historical transaction data and IVV's current price of $636.29, Chesapeake Wealth Management's estimated gain on his IVV holdings is $1.31 Mil, reflecting a 22.09% gain to date.
Chesapeake Wealth Management IVV ($636.29) Holding Chart
Chesapeake Wealth Management IVV ($636.29) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
