Eley Financial Management, Inc IVV Holdings History
Eley Financial Management, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Eley Financial Management, Inc held 36,008.00 shares of iShares Core S&P 500 ETF(IVV), totaling $20.30 Mil. This investment constitutes 8.14% of their stock portfolio, and Eley Financial Management, Inc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Eley Financial Management, Inc has made 3 purchases of IVV, at an average price of $397.85, for a total of 44,952.00 shares. In addition, there have been 5 sales at an average price of $500.76 for 8,944.00 shares. Based on historical transaction data and IVV's current price of $630.67, Eley Financial Management, Inc's estimated gain on his IVV holdings is $9.30 Mil, reflecting a 52.02% gain to date.
Eley Financial Management, Inc IVV ($630.67) Holding Chart
Eley Financial Management, Inc 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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