Kestra Advisory Services, LLC IVV Holdings History
Kestra Advisory Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Kestra Advisory Services, LLC held 628,358.00 shares of iShares Core S&P 500 ETF(IVV), totaling $353.07 Mil. This investment constitutes 1.71% of their stock portfolio, and Kestra Advisory Services, LLC now holds 0.06% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q3. And since then Kestra Advisory Services, LLC has made 12 purchases of IVV, at an average price of $391.57, for a total of 1.09 Mil shares. In addition, there have been 6 sales at an average price of $433.40 for 461,208.00 shares. Based on historical transaction data and IVV's current price of $637.33, Kestra Advisory Services, LLC's estimated gain on his IVV holdings is $173.72 Mil, reflecting a 40.72% gain to date.
Kestra Advisory Services, LLC IVV ($637.33) Holding Chart
Kestra Advisory Services, LLC IVV ($637.33) 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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