Integer Wealth Advisors Group LLC IVV Holdings History
Integer Wealth Advisors Group LLC's iShares Core S&P 500 ETF Holding Summary
As of 2021-03-31, Integer Wealth Advisors Group LLC held 20,479.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.46 Mil. This investment constitutes 4.66% of their stock portfolio, and Integer Wealth Advisors Group LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Integer Wealth Advisors Group LLC has made 2 purchases of IVV, at an average price of $379.24, for a total of 20,479.00 shares. Based on historical transaction data and IVV's current price of $630.67, Integer Wealth Advisors Group LLC's estimated gain on his IVV holdings is $5.15 Mil, reflecting a 66.30% gain to date.
Integer Wealth Advisors Group LLC IVV ($630.67) Holding Chart
Integer Wealth Advisors Group 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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