Wall Street Financial Group, Inc. IVV Holdings History
Wall Street Financial Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wall Street Financial Group, Inc. held 15,376.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.64 Mil. This investment constitutes 8.95% of their stock portfolio, and Wall Street Financial Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q2. And since then Wall Street Financial Group, Inc. has made 2 purchases of IVV, at an average price of $546.78, for a total of 17,324.00 shares. In addition, there have been 1 sales at an average price of $590.51 for 1,948.00 shares. Based on historical transaction data and IVV's current price of $631.68, Wall Street Financial Group, Inc.'s estimated gain on his IVV holdings is $1.39 Mil, reflecting a 14.68% gain to date.
Wall Street Financial Group, Inc. IVV ($631.68) Holding Chart
Wall Street Financial Group, Inc. IVV ($631.68) 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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