Kelly Financial Services LLC IVV Holdings History
Kelly Financial Services LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Kelly Financial Services LLC held 67,380.00 shares of iShares Core S&P 500 ETF(IVV), totaling $37.86 Mil. This investment constitutes 13.16% of their stock portfolio, and Kelly Financial Services LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q3. And since then Kelly Financial Services LLC has made 10 purchases of IVV, at an average price of $417.64, for a total of 17.11 Mil shares. In addition, there have been 12 sales at an average price of $442.76 for 17.04 Mil shares. Based on historical transaction data and IVV's current price of $617.46, Kelly Financial Services LLC's estimated gain on his IVV holdings is $441.55 Mil, reflecting a 6.18% gain to date.
Kelly Financial Services LLC IVV ($617.46) Holding Chart
Kelly Financial Services LLC IVV ($617.46) 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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