Scissortail Wealth Management, LLC IVV Holdings History
Scissortail Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Scissortail Wealth Management, LLC held 22,904.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.87 Mil. This investment constitutes 3.31% of their stock portfolio, and Scissortail Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Scissortail Wealth Management, LLC has made 5 purchases of IVV, at an average price of $512.92, for a total of 88,501.00 shares. In addition, there have been 3 sales at an average price of $477.00 for 65,597.00 shares. Based on historical transaction data and IVV's current price of $627.74, Scissortail Wealth Management, LLC's estimated gain on his IVV holdings is $273,193.97, reflecting a 0.60% gain to date.
Scissortail Wealth Management, LLC IVV ($627.74) Holding Chart
Scissortail Wealth Management, LLC IVV ($627.74) 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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