Global Wealth Management Investment Advisory, Inc. IVV Holdings History
Global Wealth Management Investment Advisory, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Global Wealth Management Investment Advisory, Inc. held 25,634.00 shares of iShares Core S&P 500 ETF(IVV), totaling $14.40 Mil. This investment constitutes 2.88% of their stock portfolio, and Global Wealth Management Investment Advisory, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Global Wealth Management Investment Advisory, Inc. has made 19 purchases of IVV, at an average price of $342.48, for a total of 32,267.00 shares. In addition, there have been 6 sales at an average price of $342.64 for 6,633.00 shares. Based on historical transaction data and IVV's current price of $637.58, Global Wealth Management Investment Advisory, Inc.'s estimated gain on his IVV holdings is $7.57 Mil, reflecting a 68.46% gain to date.
Global Wealth Management Investment Advisory, Inc. IVV ($637.58) Holding Chart
Global Wealth Management Investment Advisory, Inc. IVV ($637.58) 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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