Heritage Wealth Advisors IVV Holdings History
Heritage Wealth Advisors's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Heritage Wealth Advisors held 664,726.00 shares of iShares Core S&P 500 ETF(IVV), totaling $373.51 Mil. This investment constitutes 18.92% of their stock portfolio, and Heritage Wealth Advisors now holds 0.07% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Heritage Wealth Advisors has made 16 purchases of IVV, at an average price of $329.74, for a total of 2.08 Mil shares. In addition, there have been 21 sales at an average price of $418.31 for 1.41 Mil shares. Based on historical transaction data and IVV's current price of $637.58, Heritage Wealth Advisors's estimated gain on his IVV holdings is $329.76 Mil, reflecting a 48.14% gain to date.
Heritage Wealth Advisors IVV ($637.58) Holding Chart
Heritage Wealth Advisors IVV ($637.58) 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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