RGT Wealth Advisors, LLC IVV Holdings History
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 $637.58, RGT Wealth Advisors, LLC's estimated gain on his IVV holdings is $25.21 Mil, reflecting a 42.01% gain to date.
RGT Wealth Advisors, LLC IVV ($637.58) Holding Chart
RGT Wealth Advisors, LLC IVV ($637.58) 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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