Golden State Wealth Management, LLC IVV Holdings History
Golden State Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 86,754.00 shares of iShares Core S&P 500 ETF(IVV), totaling $48.75 Mil. This investment constitutes 7.24% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q1. And since then Golden State Wealth Management, LLC has made 10 purchases of IVV, at an average price of $337.27, for a total of 185,759.00 shares. In addition, there have been 4 sales at an average price of $313.48 for 99,005.00 shares. Based on historical transaction data and IVV's current price of $630.67, Golden State Wealth Management, LLC's estimated gain on his IVV holdings is $23.10 Mil, reflecting a 36.87% gain to date.
Golden State Wealth Management, LLC IVV ($630.67) Holding Chart
Golden State Wealth Management, 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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