Certified Advisory Corp IVV Holdings History
Certified Advisory Corp's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Certified Advisory Corp held 35,783.00 shares of iShares Core S&P 500 ETF(IVV), totaling $20.11 Mil. This investment constitutes 2.28% of their stock portfolio, and Certified Advisory Corp now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Certified Advisory Corp has made 19 purchases of IVV, at an average price of $420.69, for a total of 216,687.00 shares. In addition, there have been 7 sales at an average price of $447.01 for 180,904.00 shares. Based on historical transaction data and IVV's current price of $628.17, Certified Advisory Corp's estimated gain on his IVV holdings is $12.19 Mil, reflecting a 13.37% gain to date.
Certified Advisory Corp IVV ($628.17) Holding Chart
Certified Advisory Corp 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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