Genesis Wealth Advisors, LLC IVV Holdings History
Genesis Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Genesis Wealth Advisors, LLC held 13,815.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.58 Mil. This investment constitutes 6.44% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q1. And since then Genesis Wealth Advisors, LLC has made 1 purchases of IVV, at an average price of $208.50, for a total of 76,747.00 shares. In addition, there have been 3 sales at an average price of $592.20 for 62,932.00 shares. Based on historical transaction data and IVV's current price of $630.67, Genesis Wealth Advisors, LLC's estimated gain on his IVV holdings is $29.98 Mil, reflecting a 187.34% gain to date.
Genesis Wealth Advisors, LLC IVV ($630.67) Holding Chart
Genesis Wealth Advisors, LLC IVV ($630.67) 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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