WealthBridge Capital Management, LLC IVV Holdings History
WealthBridge Capital Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, WealthBridge Capital Management, LLC held 59,520.00 shares of iShares Core S&P 500 ETF(IVV), totaling $33.44 Mil. This investment constitutes 9.45% of their stock portfolio, and WealthBridge Capital Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then WealthBridge Capital Management, LLC has made 17 purchases of IVV, at an average price of $352.13, for a total of 68,636.00 shares. In addition, there have been 7 sales at an average price of $402.71 for 9,116.00 shares. Based on historical transaction data and IVV's current price of $637.33, WealthBridge Capital Management, LLC's estimated gain on his IVV holdings is $17.44 Mil, reflecting a 72.14% gain to date.
WealthBridge Capital Management, LLC IVV ($637.33) Holding Chart
WealthBridge Capital Management, LLC IVV ($637.33) 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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