Linscomb Wealth, Inc. IVV Holdings History
Linscomb Wealth, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Linscomb Wealth, Inc. held 314,442.00 shares of iShares Core S&P 500 ETF(IVV), totaling $176.68 Mil. This investment constitutes 8.8% of their stock portfolio, and Linscomb Wealth, Inc. now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Linscomb Wealth, Inc. has made 25 purchases of IVV, at an average price of $216.80, for a total of 407,549.00 shares. In addition, there have been 12 sales at an average price of $444.69 for 93,107.00 shares. Based on historical transaction data and IVV's current price of $624.72, Linscomb Wealth, Inc.'s estimated gain on his IVV holdings is $149.48 Mil, reflecting a 169.18% gain to date.
Linscomb Wealth, Inc. IVV ($624.72) Holding Chart
Linscomb Wealth, Inc. IVV ($624.72) 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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