Integris Wealth Management, LLC IVV Holdings History
Integris Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Integris Wealth Management, LLC held 60,056.00 shares of iShares Core S&P 500 ETF(IVV), totaling $33.75 Mil. This investment constitutes 9.62% of their stock portfolio, and Integris Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Integris Wealth Management, LLC has made 2 purchases of IVV, at an average price of $384.84, for a total of 107,510.00 shares. In addition, there have been 7 sales at an average price of $465.38 for 47,454.00 shares. Based on historical transaction data and IVV's current price of $617.46, Integris Wealth Management, LLC's estimated gain on his IVV holdings is $17.79 Mil, reflecting a 43.00% gain to date.
Integris Wealth Management, LLC IVV ($617.46) Holding Chart
Integris Wealth Management, LLC IVV ($617.46) 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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