Cornerstone Wealth Group, LLC IVV Holdings History
Cornerstone Wealth Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Cornerstone Wealth Group, LLC held 78,445.00 shares of iShares Core S&P 500 ETF(IVV), totaling $44.08 Mil. This investment constitutes 3.65% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q1. And since then Cornerstone Wealth Group, LLC has made 10 purchases of IVV, at an average price of $385.94, for a total of 178,242.00 shares. In addition, there have been 14 sales at an average price of $422.92 for 99,797.00 shares. Based on historical transaction data and IVV's current price of $630.67, Cornerstone Wealth Group, LLC's estimated gain on his IVV holdings is $22.89 Mil, reflecting a 33.27% gain to date.
Cornerstone Wealth Group, LLC IVV ($630.67) Holding Chart
Cornerstone Wealth Group, LLC IVV ($630.67) 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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