Greykasell Wealth Strategies, Inc. IVV Holdings History
Greykasell Wealth Strategies, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Greykasell Wealth Strategies, Inc. held 12,032.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.76 Mil. This investment constitutes 3.61% of their stock portfolio, and Greykasell Wealth Strategies, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then Greykasell Wealth Strategies, Inc. has made 1 purchases of IVV, at an average price of $592.09, for a total of 12,032.00 shares. Based on historical transaction data and IVV's current price of $626.44, Greykasell Wealth Strategies, Inc.'s estimated gain on his IVV holdings is $413,302.04, reflecting a 5.80% gain to date.
Greykasell Wealth Strategies, Inc. IVV ($626.44) Holding Chart
Greykasell Wealth Strategies, Inc. IVV ($626.44) 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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