Heritage Investment Group, Inc. IVV Holdings History
Heritage Investment Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Heritage Investment Group, Inc. held 107,167.00 shares of iShares Core S&P 500 ETF(IVV), totaling $66.54 Mil. This investment constitutes 11.47% of their stock portfolio, and Heritage Investment Group, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Heritage Investment Group, Inc. has made 12 purchases of IVV, at an average price of $434.38, for a total of 115,577.00 shares. In addition, there have been 2 sales at an average price of $538.93 for 8,410.00 shares. Based on historical transaction data and IVV's current price of $636.26, Heritage Investment Group, Inc.'s estimated gain on his IVV holdings is $22.51 Mil, reflecting a 44.84% gain to date.
Heritage Investment Group, Inc. IVV ($636.26) Holding Chart
Heritage Investment Group, Inc. IVV ($636.26) 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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