JOURNEY STRATEGIC WEALTH LLC IVV Holdings History
JOURNEY STRATEGIC WEALTH LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 524,358.00 shares of iShares Core S&P 500 ETF(IVV), totaling $294.64 Mil. This investment constitutes 10.28% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0.05% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then JOURNEY STRATEGIC WEALTH LLC has made 10 purchases of IVV, at an average price of $448.99, for a total of 917,535.00 shares. In addition, there have been 3 sales at an average price of $446.09 for 393,177.00 shares. Based on historical transaction data and IVV's current price of $614.49, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his IVV holdings is $85.64 Mil, reflecting a 20.79% gain to date.
JOURNEY STRATEGIC WEALTH LLC IVV ($614.49) Holding Chart
JOURNEY STRATEGIC WEALTH LLC IVV ($614.49) 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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