Haverford Financial Services, Inc. IVV Holdings History
Haverford Financial Services, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Haverford Financial Services, Inc. held 2,420.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.36 Mil. This investment constitutes 0.42% of their stock portfolio, and Haverford Financial Services, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q4. And since then Haverford Financial Services, Inc. has made 7 purchases of IVV, at an average price of $289.51, for a total of 7,924.00 shares. In addition, there have been 6 sales at an average price of $297.30 for 5,504.00 shares. Based on historical transaction data and IVV's current price of $636.44, Haverford Financial Services, Inc.'s estimated gain on his IVV holdings is $882,397.67, reflecting a 38.46% gain to date.
Haverford Financial Services, Inc. IVV ($636.44) Holding Chart
Haverford Financial Services, Inc. IVV ($636.44) 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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