Keystone Financial Services IVV Holdings History
Keystone Financial Services's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Keystone Financial Services held 72,989.00 shares of iShares Core S&P 500 ETF(IVV), totaling $41.01 Mil. This investment constitutes 15.63% of their stock portfolio, and Keystone Financial Services now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Keystone Financial Services has made 7 purchases of IVV, at an average price of $452.29, for a total of 140,237.00 shares. In addition, there have been 6 sales at an average price of $528.11 for 67,248.00 shares. Based on historical transaction data and IVV's current price of $637.33, Keystone Financial Services's estimated gain on his IVV holdings is $18.60 Mil, reflecting a 29.33% gain to date.
Keystone Financial Services IVV ($637.33) Holding Chart
Keystone Financial Services 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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