GDS Wealth Management IVV Holdings History
GDS Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, GDS Wealth Management held 6,139.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.45 Mil. This investment constitutes 0.29% of their stock portfolio, and GDS Wealth Management now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q2. And since then GDS Wealth Management has made 6 purchases of IVV, at an average price of $413.32, for a total of 105,382.00 shares. In addition, there have been 6 sales at an average price of $481.59 for 99,243.00 shares. Based on historical transaction data and IVV's current price of $630.93, GDS Wealth Management's estimated gain on his IVV holdings is $8.11 Mil, reflecting a 18.62% gain to date.
GDS Wealth Management IVV ($630.93) Holding Chart
GDS Wealth Management IVV ($630.93) 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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