LWMG, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-09-30, LWMG, LLC held 70,802.00 shares of iShares Core S&P 500 ETF(IVV), totaling $40.84 Mil. This investment constitutes 7.76% of their stock portfolio, and LWMG, 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 LWMG, LLC has made 3 purchases of IVV, at an average price of $402.51, for a total of 76,999.00 shares. In addition, there have been 4 sales at an average price of $461.63 for 6,197.00 shares. Based on historical transaction data and IVV's current price of $630.67, LWMG, LLC's estimated gain on his IVV holdings is $16.52 Mil, reflecting a 53.30% gain to date.
LWMG, LLC IVV ($630.67) Holding Chart
LWMG, 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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