Investment Advisory Group, LLC IVV Holdings History
Investment Advisory Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 21,083.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.85 Mil. This investment constitutes 3.96% of their stock portfolio, and Investment Advisory Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 10 purchases of IVV, at an average price of $473.58, for a total of 21,264.00 shares. In addition, there have been 3 sales at an average price of $396.73 for 181.00 shares. Based on historical transaction data and IVV's current price of $637.58, Investment Advisory Group, LLC's estimated gain on his IVV holdings is $3.44 Mil, reflecting a 34.20% gain to date.
Investment Advisory Group, LLC IVV ($637.58) Holding Chart
Investment Advisory Group, LLC 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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