Fragasso Financial Advisors Inc IVV Holdings History
Fragasso Financial Advisors Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Fragasso Financial Advisors Inc held 415,027.00 shares of iShares Core S&P 500 ETF(IVV), totaling $257.69 Mil. This investment constitutes 17.38% of their stock portfolio, and Fragasso Financial Advisors Inc now holds 0.04% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Fragasso Financial Advisors Inc has made 13 purchases of IVV, at an average price of $338.16, for a total of 530,067.00 shares. In addition, there have been 15 sales at an average price of $495.93 for 115,040.00 shares. Based on historical transaction data and IVV's current price of $624.99, Fragasso Financial Advisors Inc's estimated gain on his IVV holdings is $137.19 Mil, reflecting a 76.54% gain to date.
Fragasso Financial Advisors Inc IVV ($624.99) Holding Chart
Fragasso Financial Advisors Inc IVV ($624.99) 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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