HERITAGE WEALTH MANAGEMENT, LLC IVV Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 14,075.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.70 Mil. This investment constitutes 4.27% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 7 purchases of IVV, at an average price of $402.36, for a total of 58,271.00 shares. In addition, there have been 2 sales at an average price of $450.31 for 44,196.00 shares. Based on historical transaction data and IVV's current price of $637.58, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his IVV holdings is $5.43 Mil, reflecting a 23.16% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC IVV ($637.58) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC 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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