Spire Wealth Management IVV Holdings History
Spire Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Spire Wealth Management held 246,371.00 shares of iShares Core S&P 500 ETF(IVV), totaling $138.44 Mil. This investment constitutes 4.43% of their stock portfolio, and Spire Wealth Management now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 10 purchases of IVV, at an average price of $411.68, for a total of 454,437.00 shares. In addition, there have been 6 sales at an average price of $444.93 for 208,066.00 shares. Based on historical transaction data and IVV's current price of $630.67, Spire Wealth Management's estimated gain on his IVV holdings is $60.87 Mil, reflecting a 32.54% gain to date.
Spire Wealth Management IVV ($630.67) Holding Chart
Spire Wealth Management IVV ($630.67) 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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