Wealth Management Associates, Inc. IVV Holdings History
Wealth Management Associates, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wealth Management Associates, Inc. held 18,826.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.58 Mil. This investment constitutes 4.53% of their stock portfolio, and Wealth Management Associates, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q2. And since then Wealth Management Associates, Inc. has made 7 purchases of IVV, at an average price of $395.51, for a total of 22,130.00 shares. In addition, there have been 11 sales at an average price of $406.61 for 3,304.00 shares. Based on historical transaction data and IVV's current price of $636.22, Wealth Management Associates, Inc.'s estimated gain on his IVV holdings is $4.57 Mil, reflecting a 52.19% gain to date.
Wealth Management Associates, Inc. IVV ($636.22) Holding Chart
Wealth Management Associates, Inc. IVV ($636.22) 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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