KPP Advisory Services LLC IVV Holdings History
KPP Advisory Services LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, KPP Advisory Services LLC held 35,335.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.94 Mil. This investment constitutes 5.47% of their stock portfolio, and KPP Advisory Services LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q3. And since then KPP Advisory Services LLC has made 4 purchases of IVV, at an average price of $580.10, for a total of 37,711.00 shares. In addition, there have been 3 sales at an average price of $505.17 for 2,376.00 shares. Based on historical transaction data and IVV's current price of $635.88, KPP Advisory Services LLC's estimated gain on his IVV holdings is $1.79 Mil, reflecting a 8.20% gain to date.
KPP Advisory Services LLC IVV ($635.88) Holding Chart
KPP Advisory Services LLC IVV ($635.88) 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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