Horan Securities, Inc. IVV Holdings History
Horan Securities, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Horan Securities, Inc. held 224,619.00 shares of iShares Core S&P 500 ETF(IVV), totaling $126.21 Mil. This investment constitutes 47.75% of their stock portfolio, and Horan Securities, Inc. now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Horan Securities, Inc. has made 21 purchases of IVV, at an average price of $354.92, for a total of 264,990.00 shares. In addition, there have been 6 sales at an average price of $378.26 for 40,371.00 shares. Based on historical transaction data and IVV's current price of $630.67, Horan Securities, Inc.'s estimated gain on his IVV holdings is $62.88 Mil, reflecting a 66.86% gain to date.
Horan Securities, Inc. IVV ($630.67) Holding Chart
Horan Securities, Inc. IVV ($630.67) 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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