Meridian Wealth Advisors, LLC IVV Holdings History
Meridian Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Meridian Wealth Advisors, LLC held 111,733.00 shares of iShares Core S&P 500 ETF(IVV), totaling $62.78 Mil. This investment constitutes 10.66% of their stock portfolio, and Meridian Wealth Advisors, 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 Meridian Wealth Advisors, LLC has made 17 purchases of IVV, at an average price of $385.27, for a total of 121,968.00 shares. In addition, there have been 7 sales at an average price of $411.11 for 10,235.00 shares. Based on historical transaction data and IVV's current price of $631.73, Meridian Wealth Advisors, LLC's estimated gain on his IVV holdings is $27.80 Mil, reflecting a 59.16% gain to date.
Meridian Wealth Advisors, LLC IVV ($631.73) Holding Chart
Meridian Wealth Advisors, LLC IVV ($631.73) 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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