Commonwealth Financial Services, LLC IVV Holdings History
Commonwealth Financial Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Commonwealth Financial Services, LLC held 36,075.00 shares of iShares Core S&P 500 ETF(IVV), totaling $20.27 Mil. This investment constitutes 4.15% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q3. And since then Commonwealth Financial Services, LLC has made 1 purchases of IVV, at an average price of $447.30, for a total of 65,095.00 shares. In addition, there have been 6 sales at an average price of $546.75 for 29,020.00 shares. Based on historical transaction data and IVV's current price of $614.76, Commonwealth Financial Services, LLC's estimated gain on his IVV holdings is $8.93 Mil, reflecting a 30.66% gain to date.
Commonwealth Financial Services, LLC IVV ($614.76) Holding Chart
Commonwealth Financial Services, LLC IVV ($614.76) 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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