Number of Shares
114,699.00
Current Holdings Value*
$41.14 Mil
% of Portfolio
6.56%
Total Estimate Gain
$25.18 Mil
% of Total Estimate Gain
41.97%

RGT Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2022-09-30, RGT Wealth Advisors, LLC held 114,699.00 shares of iShares Core S&P 500 ETF(IVV), totaling $41.14 Mil. This investment constitutes 6.56% of their stock portfolio, and RGT Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q4. And since then RGT Wealth Advisors, LLC has made 5 purchases of IVV, at an average price of $413.06, for a total of 145,272.00 shares. In addition, there have been 2 sales at an average price of $395.34 for 30,573.00 shares. Based on historical transaction data and IVV's current price of $637.33, RGT Wealth Advisors, LLC's estimated gain on his IVV holdings is $25.18 Mil, reflecting a 41.97% gain to date.

RGT Wealth Advisors, LLC IVV ($637.33) Holding Chart

RGT Wealth Advisors, LLC IVV ($637.33) 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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