Kovack Advisors, Inc. IVV Holdings History
Kovack Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Kovack Advisors, Inc. held 111,172.00 shares of iShares Core S&P 500 ETF(IVV), totaling $62.47 Mil. This investment constitutes 6.61% of their stock portfolio, and Kovack Advisors, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Kovack Advisors, Inc. has made 18 purchases of IVV, at an average price of $442.91, for a total of 239,073.00 shares. In addition, there have been 10 sales at an average price of $497.15 for 127,901.00 shares. Based on historical transaction data and IVV's current price of $630.67, Kovack Advisors, Inc.'s estimated gain on his IVV holdings is $27.81 Mil, reflecting a 26.26% gain to date.
Kovack Advisors, Inc. IVV ($630.67) Holding Chart
Kovack Advisors, Inc. 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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