Wallace Advisory Group, LLC IVV Holdings History
Wallace Advisory Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wallace Advisory Group, LLC held 5,144.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.03 Mil. This investment constitutes 2.1% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Wallace Advisory Group, LLC has made 3 purchases of IVV, at an average price of $392.89, for a total of 8,461.00 shares. In addition, there have been 5 sales at an average price of $516.05 for 3,317.00 shares. Based on historical transaction data and IVV's current price of $634.04, Wallace Advisory Group, LLC's estimated gain on his IVV holdings is $1.65 Mil, reflecting a 49.60% gain to date.
Wallace Advisory Group, LLC IVV ($634.04) Holding Chart
Wallace Advisory Group, LLC IVV ($634.04) 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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