Destination Wealth Management IVV Holdings History
Destination Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Destination Wealth Management held 125,704.00 shares of iShares Core S&P 500 ETF(IVV), totaling $70.63 Mil. This investment constitutes 2.23% of their stock portfolio, and Destination Wealth Management now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Destination Wealth Management has made 13 purchases of IVV, at an average price of $226.57, for a total of 620,100.00 shares. In addition, there have been 24 sales at an average price of $306.28 for 494,396.00 shares. Based on historical transaction data and IVV's current price of $636.29, Destination Wealth Management's estimated gain on his IVV holdings is $90.91 Mil, reflecting a 64.71% gain to date.
Destination Wealth Management IVV ($636.29) Holding Chart
Destination 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 % | |||
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