Willingdon Wealth Management IVV Holdings History
Willingdon Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2020-03-31, Willingdon Wealth Management held 41,346.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.68 Mil. This investment constitutes 2.71% of their stock portfolio, and Willingdon Wealth Management now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Willingdon Wealth Management has made 8 purchases of IVV, at an average price of $232.75, for a total of 56,712.00 shares. In addition, there have been 8 sales at an average price of $230.99 for 15,366.00 shares. Based on historical transaction data and IVV's current price of $637.33, Willingdon Wealth Management's estimated gain on his IVV holdings is $16.70 Mil, reflecting a 126.52% gain to date.
Willingdon Wealth Management IVV ($637.33) Holding Chart
Willingdon Wealth Management 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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