WADE G W & INC IVV Holdings History

Number of Shares
219,243.00
Current Holdings Value*
$104.72 Mil
% of Portfolio
3.4%
Total Estimate Gain
$53.15 Mil
% of Total Estimate Gain
58.60%

WADE G W & INC's iShares Core S&P 500 ETF Holding Summary

As of 2023-12-31, WADE G W & INC held 219,243.00 shares of iShares Core S&P 500 ETF(IVV), totaling $104.72 Mil. This investment constitutes 3.4% of their stock portfolio, and WADE G W & INC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q1. And since then WADE G W & INC has made 19 purchases of IVV, at an average price of $378.70, for a total of 239,513.00 shares. In addition, there have been 10 sales at an average price of $383.56 for 20,270.00 shares. Based on historical transaction data and IVV's current price of $620.67, WADE G W & INC's estimated gain on his IVV holdings is $53.15 Mil, reflecting a 58.60% gain to date.

WADE G W & INC IVV ($620.67) Holding Chart

WADE G W & INC IVV ($620.67) 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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