JANICZEK WEALTH MANAGEMENT, LLC IVV Holdings History
JANICZEK WEALTH MANAGEMENT, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 116,751.00 shares of iShares Core S&P 500 ETF(IVV), totaling $63.89 Mil. This investment constitutes 13.39% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 9 purchases of IVV, at an average price of $292.11, for a total of 211,931.00 shares. In addition, there have been 16 sales at an average price of $354.17 for 95,180.00 shares. Based on historical transaction data and IVV's current price of $633.68, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his IVV holdings is $45.79 Mil, reflecting a 73.96% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC IVV ($633.68) Holding Chart
JANICZEK WEALTH MANAGEMENT, LLC IVV ($633.68) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
