First Allied Advisory Services, Inc. IVV Holdings History
First Allied Advisory Services, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2020-09-30, First Allied Advisory Services, Inc. held 144,669.00 shares of iShares Core S&P 500 ETF(IVV), totaling $48.62 Mil. This investment constitutes 1.71% of their stock portfolio, and First Allied Advisory Services, Inc. now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then First Allied Advisory Services, Inc. has made 7 purchases of IVV, at an average price of $232.03, for a total of 327,993.00 shares. In addition, there have been 10 sales at an average price of $232.31 for 183,324.00 shares. Based on historical transaction data and IVV's current price of $630.67, First Allied Advisory Services, Inc.'s estimated gain on his IVV holdings is $57.72 Mil, reflecting a 75.85% gain to date.
First Allied Advisory Services, Inc. IVV ($630.67) Holding Chart
First Allied Advisory Services, 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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