Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC IVV Holdings History
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2020-12-31, Genovese Burford & Brothers Wealth & Retirement Pl held 250,224.00 shares of iShares Core S&P 500 ETF(IVV), totaling $93.93 Mil. This investment constitutes 29.56% of their stock portfolio, and Genovese Burford & Brothers Wealth & Retirement Pl now holds 0.04% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC has made 4 purchases of IVV, at an average price of $276.01, for a total of 520,497.00 shares. In addition, there have been 7 sales at an average price of $303.34 for 270,273.00 shares. Based on historical transaction data and IVV's current price of $631.74, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's estimated gain on his IVV holdings is $96.40 Mil, reflecting a 67.10% gain to date.
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC IVV ($631.74) Holding Chart
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC IVV ($631.74) 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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