Number of Shares
71,627.00
Current Holdings Value*
$40.25 Mil
% of Portfolio
1.48%
Total Estimate Gain
$16.79 Mil
% of Total Estimate Gain
48.99%

WEDBUSH SECURITIES INC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, WEDBUSH SECURITIES INC held 71,627.00 shares of iShares Core S&P 500 ETF(IVV), totaling $40.25 Mil. This investment constitutes 1.48% of their stock portfolio, and WEDBUSH SECURITIES INC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2013Q4. And since then WEDBUSH SECURITIES INC has made 22 purchases of IVV, at an average price of $389.44, for a total of 88,031.00 shares. In addition, there have been 11 sales at an average price of $370.83 for 16,404.00 shares. Based on historical transaction data and IVV's current price of $628.17, WEDBUSH SECURITIES INC's estimated gain on his IVV holdings is $16.79 Mil, reflecting a 48.99% gain to date.

WEDBUSH SECURITIES INC IVV ($628.17) Holding Chart

WEDBUSH SECURITIES INC IVV ($628.17) 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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