PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC IVV Holdings History
Number of Shares
54,869.00
Current Holdings Value*
$30.83 Mil
% of Portfolio
4.44%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
5.52%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC held 54,869.00 shares of iShares Core S&P 500 ETF(IVV), totaling $30.83 Mil. This investment constitutes 4.44% of their stock portfolio, and PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 2,390.00 shares. Based on historical transaction data and IVV's current price of $626.44, PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's estimated gain on his IVV holdings is $1.87 Mil, reflecting a 5.52% gain to date.
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC IVV ($626.44) Holding Chart
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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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