Number of Shares
132,601.00
Current Holdings Value*
$74.51 Mil
% of Portfolio
5.76%
Total Estimate Gain
$18.14 Mil
% of Total Estimate Gain
27.69%

Prosperity Consulting Group, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Prosperity Consulting Group, LLC held 132,601.00 shares of iShares Core S&P 500 ETF(IVV), totaling $74.51 Mil. This investment constitutes 5.76% of their stock portfolio, and Prosperity Consulting Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q4. And since then Prosperity Consulting Group, LLC has made 11 purchases of IVV, at an average price of $485.87, for a total of 134,806.00 shares. In addition, there have been 2 sales at an average price of $444.38 for 2,205.00 shares. Based on historical transaction data and IVV's current price of $623.33, Prosperity Consulting Group, LLC's estimated gain on his IVV holdings is $18.14 Mil, reflecting a 27.69% gain to date.

Prosperity Consulting Group, LLC IVV ($623.33) Holding Chart

Prosperity Consulting Group, LLC IVV ($623.33) 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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