Gateway Wealth Partners, LLC IVV Holdings History
Gateway Wealth Partners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Gateway Wealth Partners, LLC held 24,145.00 shares of iShares Core S&P 500 ETF(IVV), totaling $13.57 Mil. This investment constitutes 3.05% of their stock portfolio, and Gateway Wealth Partners, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Gateway Wealth Partners, LLC has made 7 purchases of IVV, at an average price of $427.58, for a total of 32,548.00 shares. In addition, there have been 2 sales at an average price of $564.18 for 8,403.00 shares. Based on historical transaction data and IVV's current price of $626.44, Gateway Wealth Partners, LLC's estimated gain on his IVV holdings is $5.95 Mil, reflecting a 42.75% gain to date.
Gateway Wealth Partners, LLC IVV ($626.44) Holding Chart
Gateway Wealth Partners, LLC IVV ($626.44) 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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