WealthStone, Inc. IVV Holdings History
WealthStone, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2021-03-31, WealthStone, Inc. held 60,175.00 shares of iShares Core S&P 500 ETF(IVV), totaling $23.94 Mil. This investment constitutes 8.74% of their stock portfolio, and WealthStone, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q2. And since then WealthStone, Inc. has made 4 purchases of IVV, at an average price of $290.20, for a total of 111,813.00 shares. In addition, there have been 4 sales at an average price of $307.88 for 51,638.00 shares. Based on historical transaction data and IVV's current price of $617.46, WealthStone, Inc.'s estimated gain on his IVV holdings is $20.61 Mil, reflecting a 63.50% gain to date.
WealthStone, Inc. IVV ($617.46) Holding Chart
WealthStone, Inc. 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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