Leith Wheeler Investment Counsel Ltd. IVV Holdings History
Leith Wheeler Investment Counsel Ltd.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Leith Wheeler Investment Counsel Ltd. held 766,794.00 shares of iShares Core S&P 500 ETF(IVV), totaling $430.86 Mil. This investment constitutes 29.94% of their stock portfolio, and Leith Wheeler Investment Counsel Ltd. now holds 0.08% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Leith Wheeler Investment Counsel Ltd. has made 11 purchases of IVV, at an average price of $305.20, for a total of 1.09 Mil shares. In addition, there have been 16 sales at an average price of $443.92 for 319,507.00 shares. Based on historical transaction data and IVV's current price of $637.58, Leith Wheeler Investment Counsel Ltd.'s estimated gain on his IVV holdings is $299.19 Mil, reflecting a 90.24% gain to date.
Leith Wheeler Investment Counsel Ltd. IVV ($637.58) Holding Chart
Leith Wheeler Investment Counsel Ltd. IVV ($637.58) 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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