Strategic Wealth Partners Group, LLC IVV Holdings History
Strategic Wealth Partners Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-03-31, Strategic Wealth Partners Group, LLC held 54,808.00 shares of iShares Core S&P 500 ETF(IVV), totaling $28.81 Mil. This investment constitutes 3.18% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners Group, LLC has made 18 purchases of IVV, at an average price of $381.07, for a total of 59,873.00 shares. In addition, there have been 5 sales at an average price of $334.41 for 5,065.00 shares. Based on historical transaction data and IVV's current price of $637.33, Strategic Wealth Partners Group, LLC's estimated gain on his IVV holdings is $13.81 Mil, reflecting a 60.52% gain to date.
Strategic Wealth Partners Group, LLC IVV ($637.33) Holding Chart
Strategic Wealth Partners Group, 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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