Bare Financial Services, Inc IVV Holdings History
Bare Financial Services, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Bare Financial Services, Inc held 58,391.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.81 Mil. This investment constitutes 12.61% of their stock portfolio, and Bare Financial Services, Inc now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Bare Financial Services, Inc has made 5 purchases of IVV, at an average price of $509.30, for a total of 58,391.00 shares. Based on historical transaction data and IVV's current price of $624.03, Bare Financial Services, Inc's estimated gain on his IVV holdings is $6.70 Mil, reflecting a 22.53% gain to date.
Bare Financial Services, Inc IVV ($624.03) Holding Chart
Bare Financial Services, Inc IVV ($624.03) 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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