Wealth Group Ltd IVV Holdings History
Wealth Group Ltd's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wealth Group Ltd held 197,096.00 shares of iShares Core S&P 500 ETF(IVV), totaling $110.75 Mil. This investment constitutes 32.45% of their stock portfolio, and Wealth Group Ltd now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Wealth Group Ltd has made 5 purchases of IVV, at an average price of $455.92, for a total of 197,096.00 shares. Based on historical transaction data and IVV's current price of $626.44, Wealth Group Ltd's estimated gain on his IVV holdings is $33.61 Mil, reflecting a 37.40% gain to date.
Wealth Group Ltd IVV ($626.44) Holding Chart
Wealth Group Ltd IVV ($626.44) 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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