CFS Investment Advisory Services, LLC IVV Holdings History
CFS Investment Advisory Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 44,236.00 shares of iShares Core S&P 500 ETF(IVV), totaling $24.86 Mil. This investment constitutes 2.21% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then CFS Investment Advisory Services, LLC has made 9 purchases of IVV, at an average price of $446.49, for a total of 6.42 Mil shares. In addition, there have been 5 sales at an average price of $412.26 for 6.38 Mil shares. Based on historical transaction data and IVV's current price of $627.74, CFS Investment Advisory Services, LLC's estimated gain on his IVV holdings is $-210.20 Mil, reflecting a -7.33% gain to date.
CFS Investment Advisory Services, LLC IVV ($627.74) Holding Chart
CFS Investment Advisory Services, LLC IVV ($627.74) 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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