Litman Gregory Wealth Management LLC IVV Holdings History
Litman Gregory Wealth Management LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Litman Gregory Wealth Management LLC held 224,703.00 shares of iShares Core S&P 500 ETF(IVV), totaling $126.26 Mil. This investment constitutes 10.83% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Litman Gregory Wealth Management LLC has made 23 purchases of IVV, at an average price of $337.45, for a total of 465,958.00 shares. In addition, there have been 11 sales at an average price of $377.85 for 241,255.00 shares. Based on historical transaction data and IVV's current price of $630.67, Litman Gregory Wealth Management LLC's estimated gain on his IVV holdings is $75.63 Mil, reflecting a 48.10% gain to date.
Litman Gregory Wealth Management LLC IVV ($630.67) Holding Chart
Litman Gregory Wealth Management 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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