MEMBERS WEALTH LLC IVV Holdings History
MEMBERS WEALTH LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, MEMBERS WEALTH LLC held 36,849.00 shares of iShares Core S&P 500 ETF(IVV), totaling $20.71 Mil. This investment constitutes 15.62% of their stock portfolio, and MEMBERS WEALTH LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q2. And since then MEMBERS WEALTH LLC has made 1 purchases of IVV, at an average price of $535.73, for a total of 44,312.00 shares. Based on historical transaction data and IVV's current price of $631.74, MEMBERS WEALTH LLC's estimated gain on his IVV holdings is $3.96 Mil, reflecting a 16.68% gain to date.
MEMBERS WEALTH LLC IVV ($631.74) Holding Chart
MEMBERS WEALTH LLC IVV ($631.74) 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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