BRIGGS ADVISORY GROUP, INC. IVV Holdings History
BRIGGS ADVISORY GROUP, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2023-09-30, BRIGGS ADVISORY GROUP, INC. held 74,862.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.15 Mil. This investment constitutes 18.4% of their stock portfolio, and BRIGGS ADVISORY GROUP, INC. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then BRIGGS ADVISORY GROUP, INC. has made 1 purchases of IVV, at an average price of $460.06, for a total of 83,013.00 shares. In addition, there have been 5 sales at an average price of $412.25 for 8,151.00 shares. Based on historical transaction data and IVV's current price of $630.67, BRIGGS ADVISORY GROUP, INC.'s estimated gain on his IVV holdings is $12.38 Mil, reflecting a 32.42% gain to date.
BRIGGS ADVISORY GROUP, INC. IVV ($630.67) Holding Chart
BRIGGS ADVISORY GROUP, INC. IVV ($630.67) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
