AVANTAX ADVISORY SERVICES, INC. IVV Holdings History
AVANTAX ADVISORY SERVICES, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 1.87 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $1.05 Bil. This investment constitutes 6.36% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.19% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 21 purchases of IVV, at an average price of $367.75, for a total of 2.66 Mil shares. In addition, there have been 4 sales at an average price of $369.88 for 795,623.00 shares. Based on historical transaction data and IVV's current price of $624.88, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his IVV holdings is $481.73 Mil, reflecting a 49.20% gain to date.
AVANTAX ADVISORY SERVICES, INC. IVV ($624.88) Holding Chart
AVANTAX ADVISORY SERVICES, INC. IVV ($624.88) 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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