COLTON GROOME FINANCIAL ADVISORS, LLC IVV Holdings History
COLTON GROOME FINANCIAL ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 81,526.00 shares of iShares Core S&P 500 ETF(IVV), totaling $50.62 Mil. This investment constitutes 17.15% of their stock portfolio, and COLTON GROOME 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 COLTON GROOME FINANCIAL ADVISORS, LLC has made 17 purchases of IVV, at an average price of $436.33, for a total of 100,724.00 shares. In addition, there have been 2 sales at an average price of $548.69 for 19,198.00 shares. Based on historical transaction data and IVV's current price of $636.31, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his IVV holdings is $18.46 Mil, reflecting a 42.00% gain to date.
COLTON GROOME FINANCIAL ADVISORS, LLC IVV ($636.31) Holding Chart
COLTON GROOME FINANCIAL ADVISORS, LLC IVV ($636.31) 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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