Dechtman Wealth Management, LLC IVV Holdings History
Dechtman Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, Dechtman Wealth Management, LLC held 192,613.00 shares of iShares Core S&P 500 ETF(IVV), totaling $113.39 Mil. This investment constitutes 21.91% of their stock portfolio, and Dechtman Wealth Management, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q2. And since then Dechtman Wealth Management, LLC has made 3 purchases of IVV, at an average price of $423.12, for a total of 195,986.00 shares. In addition, there have been 3 sales at an average price of $528.50 for 3,373.00 shares. Based on historical transaction data and IVV's current price of $637.58, Dechtman Wealth Management, LLC's estimated gain on his IVV holdings is $41.66 Mil, reflecting a 50.24% gain to date.
Dechtman Wealth Management, LLC IVV ($637.58) Holding Chart
Dechtman Wealth Management, LLC IVV ($637.58) 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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