Fermata Advisors, LLC IVV Holdings History
Fermata Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Fermata Advisors, LLC held 7,561.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.69 Mil. This investment constitutes 1.25% of their stock portfolio, and Fermata Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then Fermata Advisors, LLC has made 10 purchases of IVV, at an average price of $437.04, for a total of 116,248.00 shares. In addition, there have been 7 sales at an average price of $498.63 for 108,687.00 shares. Based on historical transaction data and IVV's current price of $631.74, Fermata Advisors, LLC's estimated gain on his IVV holdings is $8.17 Mil, reflecting a 16.07% gain to date.
Fermata Advisors, LLC IVV ($631.74) Holding Chart
Fermata Advisors, LLC 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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