J.W. COLE ADVISORS, INC. IVV Holdings History
J.W. COLE ADVISORS, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, J.W. COLE ADVISORS, INC. held 69,800.00 shares of iShares Core S&P 500 ETF(IVV), totaling $39.22 Mil. This investment constitutes 1.22% of their stock portfolio, and J.W. COLE ADVISORS, INC. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then J.W. COLE ADVISORS, INC. has made 11 purchases of IVV, at an average price of $375.38, for a total of 300,178.00 shares. In addition, there have been 10 sales at an average price of $401.16 for 230,378.00 shares. Based on historical transaction data and IVV's current price of $626.44, J.W. COLE ADVISORS, INC.'s estimated gain on his IVV holdings is $23.46 Mil, reflecting a 20.82% gain to date.
J.W. COLE ADVISORS, INC. IVV ($626.44) Holding Chart
J.W. COLE ADVISORS, INC. IVV ($626.44) 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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