GSB Wealth Management, LLC IVV Holdings History
GSB Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, GSB Wealth Management, LLC held 31,995.00 shares of iShares Core S&P 500 ETF(IVV), totaling $17.98 Mil. This investment constitutes 4.76% of their stock portfolio, and GSB Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then GSB Wealth Management, LLC has made 13 purchases of IVV, at an average price of $422.86, for a total of 41,424.00 shares. In addition, there have been 4 sales at an average price of $533.38 for 9,429.00 shares. Based on historical transaction data and IVV's current price of $625.50, GSB Wealth Management, LLC's estimated gain on his IVV holdings is $7.53 Mil, reflecting a 42.96% gain to date.
GSB Wealth Management, LLC IVV ($625.50) Holding Chart
GSB Wealth Management, LLC IVV ($625.50) 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
