Prosperity Consulting Group, LLC IVV Holdings History
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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
