Cornerstone Wealth Management, LLC IVV Holdings History
Cornerstone Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Cornerstone Wealth Management, LLC held 78,046.00 shares of iShares Core S&P 500 ETF(IVV), totaling $43.85 Mil. This investment constitutes 2.97% of their stock portfolio, and Cornerstone Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Cornerstone Wealth Management, LLC has made 10 purchases of IVV, at an average price of $272.18, for a total of 36.47 Mil shares. In addition, there have been 17 sales at an average price of $274.27 for 36.39 Mil shares. Based on historical transaction data and IVV's current price of $632.24, Cornerstone Wealth Management, LLC's estimated gain on his IVV holdings is $104.28 Mil, reflecting a 1.05% gain to date.
Cornerstone Wealth Management, LLC IVV ($632.24) Holding Chart
Cornerstone Wealth Management, LLC IVV ($632.24) 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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