Hummer Financial Advisory Services Inc IVV Holdings History
Hummer Financial Advisory Services Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Hummer Financial Advisory Services Inc held 2,119.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.19 Mil. This investment constitutes 0.97% of their stock portfolio, and Hummer Financial Advisory Services Inc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q1. And since then Hummer Financial Advisory Services Inc has made 3 purchases of IVV, at an average price of $376.51, for a total of 2,229.00 shares. In addition, there have been 2 sales at an average price of $500.84 for 110.00 shares. Based on historical transaction data and IVV's current price of $609.96, Hummer Financial Advisory Services Inc's estimated gain on his IVV holdings is $508,352.15, reflecting a 60.57% gain to date.
Hummer Financial Advisory Services Inc IVV ($609.96) Holding Chart
Hummer Financial Advisory Services Inc IVV ($609.96) 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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