CBIZ Investment Advisory Services, LLC IVV Holdings History
CBIZ Investment Advisory Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CBIZ Investment Advisory Services, LLC held 50,030.00 shares of iShares Core S&P 500 ETF(IVV), totaling $28.11 Mil. This investment constitutes 1.38% of their stock portfolio, and CBIZ Investment Advisory Services, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then CBIZ Investment Advisory Services, LLC has made 12 purchases of IVV, at an average price of $457.59, for a total of 125,365.00 shares. In addition, there have been 6 sales at an average price of $428.38 for 75,335.00 shares. Based on historical transaction data and IVV's current price of $637.58, CBIZ Investment Advisory Services, LLC's estimated gain on his IVV holdings is $6.80 Mil, reflecting a 11.86% gain to date.
CBIZ Investment Advisory Services, LLC IVV ($637.58) Holding Chart
CBIZ Investment Advisory Services, LLC IVV ($637.58) 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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