WEALTH ALLIANCE, LLC IVV Holdings History
WEALTH ALLIANCE, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, WEALTH ALLIANCE, LLC held 88,678.00 shares of iShares Core S&P 500 ETF(IVV), totaling $49.83 Mil. This investment constitutes 6.03% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q1. And since then WEALTH ALLIANCE, LLC has made 16 purchases of IVV, at an average price of $397.60, for a total of 139,628.00 shares. In addition, there have been 5 sales at an average price of $529.37 for 50,950.00 shares. Based on historical transaction data and IVV's current price of $637.33, WEALTH ALLIANCE, LLC's estimated gain on his IVV holdings is $27.97 Mil, reflecting a 50.39% gain to date.
WEALTH ALLIANCE, LLC IVV ($637.33) Holding Chart
WEALTH ALLIANCE, 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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