WR Wealth Planners, LLC IVV Holdings History
WR Wealth Planners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 2,779.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.64 Mil. This investment constitutes 0.53% of their stock portfolio, and WR Wealth Planners, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then WR Wealth Planners, LLC has made 4 purchases of IVV, at an average price of $447.88, for a total of 8,285.00 shares. In addition, there have been 3 sales at an average price of $567.48 for 5,506.00 shares. Based on historical transaction data and IVV's current price of $630.67, WR Wealth Planners, LLC's estimated gain on his IVV holdings is $1.17 Mil, reflecting a 31.44% gain to date.
WR Wealth Planners, LLC IVV ($630.67) Holding Chart
WR Wealth Planners, 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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