Kelly Financial Services LLC IVV Holdings History
Kelly Financial Services LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Kelly Financial Services LLC held 38,198.00 shares of iShares Core S&P 500 ETF(IVV), totaling $23.72 Mil. This investment constitutes 6.99% of their stock portfolio, and Kelly Financial Services LLC now holds 0% 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 13 sales at an average price of $442.98 for 17.07 Mil shares. Based on historical transaction data and IVV's current price of $630.67, Kelly Financial Services LLC's estimated gain on his IVV holdings is $440.78 Mil, reflecting a 6.17% gain to date.
Kelly Financial Services LLC IVV ($630.67) Holding Chart
Kelly Financial Services 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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