CARDIFF PARK ADVISORS, LLC IVV Holdings History
CARDIFF PARK ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CARDIFF PARK ADVISORS, LLC held 13,116.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.37 Mil. This investment constitutes 0.71% of their stock portfolio, and CARDIFF PARK 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 CARDIFF PARK ADVISORS, LLC has made 7 purchases of IVV, at an average price of $458.49, for a total of 16,713.00 shares. In addition, there have been 5 sales at an average price of $522.15 for 3,597.00 shares. Based on historical transaction data and IVV's current price of $628.17, CARDIFF PARK ADVISORS, LLC's estimated gain on his IVV holdings is $2.45 Mil, reflecting a 32.03% gain to date.
CARDIFF PARK ADVISORS, LLC IVV ($628.17) Holding Chart
CARDIFF PARK ADVISORS, LLC IVV ($628.17) 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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