Strategic Wealth Management Group, LLC IVV Holdings History
Strategic Wealth Management Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2021-06-30, Strategic Wealth Management Group, LLC held 76,771.00 shares of iShares Core S&P 500 ETF(IVV), totaling $33.01 Mil. This investment constitutes 12.06% of their stock portfolio, and Strategic Wealth Management Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q3. And since then Strategic Wealth Management Group, LLC has made 8 purchases of IVV, at an average price of $337.94, for a total of 76,771.00 shares. Based on historical transaction data and IVV's current price of $630.67, Strategic Wealth Management Group, LLC's estimated gain on his IVV holdings is $22.47 Mil, reflecting a 86.62% gain to date.
Strategic Wealth Management Group, LLC IVV ($630.67) Holding Chart
Strategic Wealth Management Group, LLC 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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