Integrated Wealth Concepts LLC IVV Holdings History
Integrated Wealth Concepts LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Integrated Wealth Concepts LLC held 346,830.00 shares of iShares Core S&P 500 ETF(IVV), totaling $194.88 Mil. This investment constitutes 2.27% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Integrated Wealth Concepts LLC has made 21 purchases of IVV, at an average price of $372.99, for a total of 492,363.00 shares. In addition, there have been 7 sales at an average price of $404.77 for 145,533.00 shares. Based on historical transaction data and IVV's current price of $630.67, Integrated Wealth Concepts LLC's estimated gain on his IVV holdings is $94.00 Mil, reflecting a 51.18% gain to date.
Integrated Wealth Concepts LLC IVV ($630.67) Holding Chart
Integrated Wealth Concepts 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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