MKD WEALTH COACHES, LLC IVV Holdings History
MKD WEALTH COACHES, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, MKD WEALTH COACHES, LLC held 86,123.00 shares of iShares Core S&P 500 ETF(IVV), totaling $53.47 Mil. This investment constitutes 56.38% of their stock portfolio, and MKD WEALTH COACHES, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then MKD WEALTH COACHES, LLC has made 9 purchases of IVV, at an average price of $329.64, for a total of 92,652.00 shares. In addition, there have been 6 sales at an average price of $491.21 for 6,529.00 shares. Based on historical transaction data and IVV's current price of $626.44, MKD WEALTH COACHES, LLC's estimated gain on his IVV holdings is $26.62 Mil, reflecting a 87.15% gain to date.
MKD WEALTH COACHES, LLC IVV ($626.44) Holding Chart
MKD WEALTH COACHES, LLC IVV ($626.44) 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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