Heck Capital Advisors, LLC IVV Holdings History
Heck Capital Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Heck Capital Advisors, LLC held 194,633.00 shares of iShares Core S&P 500 ETF(IVV), totaling $109.36 Mil. This investment constitutes 12.3% of their stock portfolio, and Heck Capital Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q2. And since then Heck Capital Advisors, LLC has made 9 purchases of IVV, at an average price of $370.10, for a total of 359,478.00 shares. In addition, there have been 2 sales at an average price of $371.01 for 164,845.00 shares. Based on historical transaction data and IVV's current price of $631.74, Heck Capital Advisors, LLC's estimated gain on his IVV holdings is $51.07 Mil, reflecting a 38.39% gain to date.
Heck Capital Advisors, LLC IVV ($631.74) Holding Chart
Heck Capital 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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