JSF Financial, LLC IVV Holdings History
JSF Financial, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, JSF Financial, LLC held 136,697.00 shares of iShares Core S&P 500 ETF(IVV), totaling $76.81 Mil. This investment constitutes 20.26% of their stock portfolio, and JSF Financial, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then JSF Financial, LLC has made 13 purchases of IVV, at an average price of $364.71, for a total of 212,027.00 shares. In addition, there have been 11 sales at an average price of $413.81 for 75,330.00 shares. Based on historical transaction data and IVV's current price of $620.90, JSF Financial, LLC's estimated gain on his IVV holdings is $38.72 Mil, reflecting a 50.07% gain to date.
JSF Financial, LLC IVV ($620.90) Holding Chart
JSF Financial, LLC IVV ($620.90) 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
