ACT Advisors, LLC. IVV Holdings History

Number of Shares
35,171.00
Current Holdings Value*
$21.84 Mil
% of Portfolio
10.1%
Total Estimate Gain
$9.02 Mil
% of Total Estimate Gain
41.48%

ACT Advisors, LLC.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, ACT Advisors, LLC. held 35,171.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.84 Mil. This investment constitutes 10.1% of their stock portfolio, and ACT Advisors, LLC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2022Q3. And since then ACT Advisors, LLC. has made 9 purchases of IVV, at an average price of $434.72, for a total of 50,023.00 shares. In addition, there have been 3 sales at an average price of $575.56 for 14,852.00 shares. Based on historical transaction data and IVV's current price of $631.74, ACT Advisors, LLC.'s estimated gain on his IVV holdings is $9.02 Mil, reflecting a 41.48% gain to date.

ACT Advisors, LLC. IVV ($631.74) Holding Chart

ACT Advisors, LLC. IVV ($631.74) 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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