BG Investment Services, Inc. IVV Holdings History
BG Investment Services, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BG Investment Services, Inc. held 48,625.00 shares of iShares Core S&P 500 ETF(IVV), totaling $27.32 Mil. This investment constitutes 29.43% of their stock portfolio, and BG Investment Services, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then BG Investment Services, Inc. has made 3 purchases of IVV, at an average price of $463.21, for a total of 93,792.00 shares. In addition, there have been 3 sales at an average price of $515.58 for 45,167.00 shares. Based on historical transaction data and IVV's current price of $637.33, BG Investment Services, Inc.'s estimated gain on his IVV holdings is $10.83 Mil, reflecting a 24.93% gain to date.
BG Investment Services, Inc. IVV ($637.33) Holding Chart
BG Investment Services, Inc. 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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