FDx Advisors, Inc. IVV Holdings History
FDx Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, FDx Advisors, Inc. held 16,406.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.22 Mil. This investment constitutes 3% of their stock portfolio, and FDx Advisors, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then FDx Advisors, Inc. has made 17 purchases of IVV, at an average price of $268.99, for a total of 714,362.00 shares. In addition, there have been 18 sales at an average price of $292.53 for 697,956.00 shares. Based on historical transaction data and IVV's current price of $630.67, FDx Advisors, Inc.'s estimated gain on his IVV holdings is $22.36 Mil, reflecting a 11.64% gain to date.
FDx Advisors, Inc. IVV ($630.67) Holding Chart
FDx Advisors, 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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