Wealth Management Partners, LLC IVV Holdings History
Wealth Management Partners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Wealth Management Partners, LLC held 18,646.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.48 Mil. This investment constitutes 4.85% of their stock portfolio, and Wealth Management Partners, LLC 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 Management Partners, LLC has made 11 purchases of IVV, at an average price of $391.90, for a total of 24,890.00 shares. In addition, there have been 5 sales at an average price of $468.52 for 6,244.00 shares. Based on historical transaction data and IVV's current price of $623.33, Wealth Management Partners, LLC's estimated gain on his IVV holdings is $4.79 Mil, reflecting a 49.14% gain to date.
Wealth Management Partners, LLC IVV ($623.33) Holding Chart
Wealth Management Partners, LLC IVV ($623.33) 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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