Apexium Financial, LP IVV Holdings History
Apexium Financial, LP's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Apexium Financial, LP held 367,103.00 shares of iShares Core S&P 500 ETF(IVV), totaling $206.28 Mil. This investment constitutes 12.3% of their stock portfolio, and Apexium Financial, LP now holds 0.04% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Apexium Financial, LP has made 18 purchases of IVV, at an average price of $419.06, for a total of 440,556.00 shares. In addition, there have been 4 sales at an average price of $390.24 for 73,453.00 shares. Based on historical transaction data and IVV's current price of $627.74, Apexium Financial, LP's estimated gain on his IVV holdings is $74.49 Mil, reflecting a 40.35% gain to date.
Apexium Financial, LP IVV ($627.74) Holding Chart
Apexium Financial, LP IVV ($627.74) 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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