ACCESS FINANCIAL SERVICES, INC. IVV Holdings History
ACCESS FINANCIAL SERVICES, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, ACCESS FINANCIAL SERVICES, INC. held 8,131.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.05 Mil. This investment constitutes 1.91% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then ACCESS FINANCIAL SERVICES, INC. has made 8 purchases of IVV, at an average price of $302.69, for a total of 27,054.00 shares. In addition, there have been 18 sales at an average price of $328.91 for 18,923.00 shares. Based on historical transaction data and IVV's current price of $630.67, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his IVV holdings is $3.16 Mil, reflecting a 38.62% gain to date.
ACCESS FINANCIAL SERVICES, INC. IVV ($630.67) Holding Chart
ACCESS FINANCIAL SERVICES, INC. IVV ($630.67) 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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