Onyx Bridge Wealth Group LLC IVV Holdings History
Onyx Bridge Wealth Group LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Onyx Bridge Wealth Group LLC held 129,561.00 shares of iShares Core S&P 500 ETF(IVV), totaling $72.80 Mil. This investment constitutes 10.44% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Onyx Bridge Wealth Group LLC has made 12 purchases of IVV, at an average price of $441.53, for a total of 181,185.00 shares. In addition, there have been 5 sales at an average price of $469.57 for 51,624.00 shares. Based on historical transaction data and IVV's current price of $630.67, Onyx Bridge Wealth Group LLC's estimated gain on his IVV holdings is $25.95 Mil, reflecting a 32.44% gain to date.
Onyx Bridge Wealth Group LLC IVV ($630.67) Holding Chart
Onyx Bridge Wealth Group 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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