Number of Shares
18,468.00
Current Holdings Value*
$11.47 Mil
% of Portfolio
0.6%
Total Estimate Gain
$10.45 Mil
% of Total Estimate Gain
10.63%

Ameritas Advisory Services, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Ameritas Advisory Services, LLC held 18,468.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.47 Mil. This investment constitutes 0.6% of their stock portfolio, and Ameritas Advisory Services, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q4. And since then Ameritas Advisory Services, LLC has made 8 purchases of IVV, at an average price of $481.50, for a total of 204,100.00 shares. In addition, there have been 6 sales at an average price of $522.19 for 185,632.00 shares. Based on historical transaction data and IVV's current price of $638.15, Ameritas Advisory Services, LLC's estimated gain on his IVV holdings is $10.45 Mil, reflecting a 10.63% gain to date.

Ameritas Advisory Services, LLC IVV ($638.15) Holding Chart

Ameritas Advisory Services, LLC IVV ($638.15) 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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