Number of Shares
1.27 Mil
Current Holdings Value*
$785.70 Mil
% of Portfolio
2.05%
Total Estimate Gain
$598.62 Mil
% of Total Estimate Gain
38.02%

Janney Montgomery Scott LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Janney Montgomery Scott LLC held 1.27 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $785.70 Mil. This investment constitutes 2.05% of their stock portfolio, and Janney Montgomery Scott LLC now holds 0.13% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q1. And since then Janney Montgomery Scott LLC has made 25 purchases of IVV, at an average price of $374.81, for a total of 4.20 Mil shares. In addition, there have been 11 sales at an average price of $468.44 for 2.94 Mil shares. Based on historical transaction data and IVV's current price of $630.67, Janney Montgomery Scott LLC's estimated gain on his IVV holdings is $598.62 Mil, reflecting a 38.02% gain to date.

Janney Montgomery Scott LLC IVV ($630.67) Holding Chart

Janney Montgomery Scott LLC IVV ($630.67) 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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