Fairman Group, LLC IVV Holdings History
Fairman Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Fairman Group, LLC held 27,828.00 shares of iShares Core S&P 500 ETF(IVV), totaling $14.61 Mil. This investment constitutes 13.4% of their stock portfolio, and Fairman Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Fairman Group, LLC has made 4 purchases of IVV, at an average price of $470.64, for a total of 28,629.00 shares. In addition, there have been 1 sales at an average price of $500.36 for 801.00 shares. Based on historical transaction data and IVV's current price of $630.67, Fairman Group, LLC's estimated gain on his IVV holdings is $4.48 Mil, reflecting a 33.23% gain to date.
Fairman Group, LLC IVV ($630.67) Holding Chart
Fairman Group, LLC 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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