JDM Financial Group LLC IVV Holdings History
JDM Financial Group LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, JDM Financial Group LLC held 24,436.00 shares of iShares Core S&P 500 ETF(IVV), totaling $13.73 Mil. This investment constitutes 6.97% of their stock portfolio, and JDM Financial Group LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then JDM Financial Group LLC has made 3 purchases of IVV, at an average price of $388.71, for a total of 34,097.00 shares. In addition, there have been 6 sales at an average price of $529.65 for 9,661.00 shares. Based on historical transaction data and IVV's current price of $609.51, JDM Financial Group LLC's estimated gain on his IVV holdings is $6.76 Mil, reflecting a 50.98% gain to date.
JDM Financial Group LLC IVV ($609.51) Holding Chart
JDM Financial Group LLC IVV ($609.51) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
