Flagship Private Wealth, LLC IVV Holdings History
Flagship Private Wealth, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Flagship Private Wealth, LLC held 39,000.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.91 Mil. This investment constitutes 10.44% of their stock portfolio, and Flagship Private Wealth, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Flagship Private Wealth, LLC has made 4 purchases of IVV, at an average price of $427.12, for a total of 52,250.00 shares. In addition, there have been 13 sales at an average price of $478.30 for 13,250.00 shares. Based on historical transaction data and IVV's current price of $628.17, Flagship Private Wealth, LLC's estimated gain on his IVV holdings is $8.52 Mil, reflecting a 38.17% gain to date.
Flagship Private Wealth, LLC IVV ($628.17) Holding Chart
Flagship Private Wealth, LLC IVV ($628.17) 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
