Welch Group, LLC IVV Holdings History
Welch Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Welch Group, LLC held 17,603.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.82 Mil. This investment constitutes 0.43% of their stock portfolio, and Welch Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q4. And since then Welch Group, LLC has made 13 purchases of IVV, at an average price of $343.67, for a total of 193,876.00 shares. In addition, there have been 15 sales at an average price of $349.77 for 176,273.00 shares. Based on historical transaction data and IVV's current price of $626.44, Welch Group, LLC's estimated gain on his IVV holdings is $6.05 Mil, reflecting a 9.08% gain to date.
Welch Group, LLC IVV ($626.44) Holding Chart
Welch Group, LLC 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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