FIDUCIENT ADVISORS LLC IVV Holdings History
FIDUCIENT ADVISORS LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, FIDUCIENT ADVISORS LLC held 97,144.00 shares of iShares Core S&P 500 ETF(IVV), totaling $54.59 Mil. This investment constitutes 6.82% of their stock portfolio, and FIDUCIENT ADVISORS LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then FIDUCIENT ADVISORS LLC has made 10 purchases of IVV, at an average price of $319.67, for a total of 490,683.00 shares. In addition, there have been 18 sales at an average price of $328.03 for 393,539.00 shares. Based on historical transaction data and IVV's current price of $637.33, FIDUCIENT ADVISORS LLC's estimated gain on his IVV holdings is $34.15 Mil, reflecting a 21.77% gain to date.
FIDUCIENT ADVISORS LLC IVV ($637.33) Holding Chart
FIDUCIENT ADVISORS LLC IVV ($637.33) 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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