BARNES PETTEY FINANCIAL ADVISORS, LLC IVV Holdings History
BARNES PETTEY FINANCIAL ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 5,144.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.89 Mil. This investment constitutes 2.25% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, 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 BARNES PETTEY FINANCIAL ADVISORS, LLC has made 11 purchases of IVV, at an average price of $463.26, for a total of 5,229.00 shares. In addition, there have been 2 sales at an average price of $408.42 for 85.00 shares. Based on historical transaction data and IVV's current price of $637.33, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his IVV holdings is $890,756.38, reflecting a 36.77% gain to date.
BARNES PETTEY FINANCIAL ADVISORS, LLC IVV ($637.33) Holding Chart
BARNES PETTEY FINANCIAL ADVISORS, LLC IVV ($637.33) 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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