Equita Financial Network, Inc. IVV Holdings History
Equita Financial Network, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Equita Financial Network, Inc. held 13,719.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.71 Mil. This investment constitutes 2.69% of their stock portfolio, and Equita Financial Network, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q3. And since then Equita Financial Network, Inc. has made 2 purchases of IVV, at an average price of $455.87, for a total of 14,941.00 shares. In addition, there have been 4 sales at an average price of $527.16 for 1,222.00 shares. Based on historical transaction data and IVV's current price of $631.74, Equita Financial Network, Inc.'s estimated gain on his IVV holdings is $2.50 Mil, reflecting a 36.70% gain to date.
Equita Financial Network, Inc. IVV ($631.74) Holding Chart
Equita Financial Network, Inc. IVV ($631.74) 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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