Number of Shares
2.96 Mil
Current Holdings Value*
$1.66 Bil
% of Portfolio
2.35%
Total Estimate Gain
$830.64 Mil
% of Total Estimate Gain
75.90%

COMMONWEALTH EQUITY SERVICES, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, COMMONWEALTH EQUITY SERVICES, LLC held 2.96 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $1.66 Bil. This investment constitutes 2.35% of their stock portfolio, and COMMONWEALTH EQUITY SERVICES, LLC now holds 0.3% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then COMMONWEALTH EQUITY SERVICES, LLC has made 23 purchases of IVV, at an average price of $354.57, for a total of 3.09 Mil shares. In addition, there have been 4 sales at an average price of $461.34 for 127,427.00 shares. Based on historical transaction data and IVV's current price of $630.67, COMMONWEALTH EQUITY SERVICES, LLC's estimated gain on his IVV holdings is $830.64 Mil, reflecting a 75.90% gain to date.

COMMONWEALTH EQUITY SERVICES, LLC IVV ($630.67) Holding Chart

COMMONWEALTH EQUITY SERVICES, LLC IVV ($630.67) 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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