Jackson Wealth Management, LLC IVV Holdings History
Jackson Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Jackson Wealth Management, LLC held 32,722.00 shares of iShares Core S&P 500 ETF(IVV), totaling $20.32 Mil. This investment constitutes 3.02% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q4. And since then Jackson Wealth Management, LLC has made 15 purchases of IVV, at an average price of $285.87, for a total of 315,354.00 shares. In addition, there have been 17 sales at an average price of $337.94 for 282,632.00 shares. Based on historical transaction data and IVV's current price of $630.80, Jackson Wealth Management, LLC's estimated gain on his IVV holdings is $26.00 Mil, reflecting a 28.84% gain to date.
Jackson Wealth Management, LLC IVV ($630.80) Holding Chart
Jackson Wealth Management, LLC IVV ($630.80) 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
