Gray Wealth Management Inc. IVV Holdings History
Gray Wealth Management Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, Gray Wealth Management Inc. held 31,223.00 shares of iShares Core S&P 500 ETF(IVV), totaling $18.38 Mil. This investment constitutes 6.97% of their stock portfolio, and Gray Wealth Management Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Gray Wealth Management Inc. has made 6 purchases of IVV, at an average price of $391.50, for a total of 32,787.00 shares. In addition, there have been 3 sales at an average price of $470.57 for 1,564.00 shares. Based on historical transaction data and IVV's current price of $637.58, Gray Wealth Management Inc.'s estimated gain on his IVV holdings is $7.81 Mil, reflecting a 60.82% gain to date.
Gray Wealth Management Inc. IVV ($637.58) Holding Chart
Gray Wealth Management 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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