ICA Group Wealth Management, LLC IVV Holdings History
ICA Group Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-06-30, ICA Group Wealth Management, LLC held 6,995.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.83 Mil. This investment constitutes 2.3% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then ICA Group Wealth Management, LLC has made 6 purchases of IVV, at an average price of $437.00, for a total of 29,389.00 shares. In addition, there have been 3 sales at an average price of $489.93 for 22,394.00 shares. Based on historical transaction data and IVV's current price of $626.44, ICA Group Wealth Management, LLC's estimated gain on his IVV holdings is $2.51 Mil, reflecting a 19.55% gain to date.
ICA Group Wealth Management, LLC IVV ($626.44) Holding Chart
ICA Group Wealth Management, LLC 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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