Baron Silver Stevens Financial Advisors, LLC IVV Holdings History
Baron Silver Stevens Financial Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 81,448.00 shares of iShares Core S&P 500 ETF(IVV), totaling $50.57 Mil. This investment constitutes 8.1% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 9 purchases of IVV, at an average price of $375.95, for a total of 97,314.00 shares. In addition, there have been 9 sales at an average price of $425.09 for 15,866.00 shares. Based on historical transaction data and IVV's current price of $631.74, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his IVV holdings is $21.61 Mil, reflecting a 59.08% gain to date.
Baron Silver Stevens Financial Advisors, LLC IVV ($631.74) Holding Chart
Baron Silver Stevens Financial Advisors, LLC IVV ($631.74) 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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