Financial Gravity Asset Management, Inc. IVV Holdings History
Financial Gravity Asset Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Financial Gravity Asset Management, Inc. held 5,607.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.15 Mil. This investment constitutes 0.76% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Financial Gravity Asset Management, Inc. has made 10 purchases of IVV, at an average price of $443.48, for a total of 561,866.00 shares. In addition, there have been 9 sales at an average price of $501.76 for 556,259.00 shares. Based on historical transaction data and IVV's current price of $626.44, Financial Gravity Asset Management, Inc.'s estimated gain on his IVV holdings is $33.44 Mil, reflecting a 13.42% gain to date.
Financial Gravity Asset Management, Inc. IVV ($626.44) Holding Chart
Financial Gravity Asset Management, Inc. IVV ($626.44) 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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