Legacy Wealth Partners, Inc. IVV Holdings History
Legacy Wealth Partners, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2021-06-30, Legacy Wealth Partners, Inc. held 20,141.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.66 Mil. This investment constitutes 4.81% of their stock portfolio, and Legacy Wealth Partners, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Legacy Wealth Partners, Inc. has made 4 purchases of IVV, at an average price of $317.08, for a total of 23,220.00 shares. In addition, there have been 2 sales at an average price of $351.37 for 3,079.00 shares. Based on historical transaction data and IVV's current price of $630.67, Legacy Wealth Partners, Inc.'s estimated gain on his IVV holdings is $6.42 Mil, reflecting a 87.22% gain to date.
Legacy Wealth Partners, Inc. IVV ($630.67) Holding Chart
Legacy Wealth Partners, Inc. 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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