Wealth Dimensions Group, Ltd. IVV Holdings History
Wealth Dimensions Group, Ltd.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wealth Dimensions Group, Ltd. held 39,312.00 shares of iShares Core S&P 500 ETF(IVV), totaling $22.09 Mil. This investment constitutes 5.27% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Wealth Dimensions Group, Ltd. has made 4 purchases of IVV, at an average price of $378.50, for a total of 46,442.00 shares. In addition, there have been 13 sales at an average price of $448.82 for 7,130.00 shares. Based on historical transaction data and IVV's current price of $617.46, Wealth Dimensions Group, Ltd.'s estimated gain on his IVV holdings is $9.90 Mil, reflecting a 56.29% gain to date.
Wealth Dimensions Group, Ltd. IVV ($617.46) Holding Chart
Wealth Dimensions Group, Ltd. IVV ($617.46) 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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