Wealth Alliance Advisory Group, LLC IVV Holdings History
Wealth Alliance Advisory Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Wealth Alliance Advisory Group, LLC held 79,148.00 shares of iShares Core S&P 500 ETF(IVV), totaling $49.14 Mil. This investment constitutes 9.36% of their stock portfolio, and Wealth Alliance Advisory Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Wealth Alliance Advisory Group, LLC has made 22 purchases of IVV, at an average price of $341.11, for a total of 99,568.00 shares. In addition, there have been 7 sales at an average price of $453.19 for 20,420.00 shares. Based on historical transaction data and IVV's current price of $626.21, Wealth Alliance Advisory Group, LLC's estimated gain on his IVV holdings is $24.85 Mil, reflecting a 73.18% gain to date.
Wealth Alliance Advisory Group, LLC IVV ($626.21) Holding Chart
Wealth Alliance Advisory Group, LLC IVV ($626.21) 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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