Leverty Financial Group, LLC IVV Holdings History
Leverty Financial Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Leverty Financial Group, LLC held 225,722.00 shares of iShares Core S&P 500 ETF(IVV), totaling $140.14 Mil. This investment constitutes 41.84% of their stock portfolio, and Leverty Financial Group, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Leverty Financial Group, LLC has made 5 purchases of IVV, at an average price of $522.43, for a total of 326,165.00 shares. In addition, there have been 9 sales at an average price of $388.77 for 100,443.00 shares. Based on historical transaction data and IVV's current price of $630.67, Leverty Financial Group, LLC's estimated gain on his IVV holdings is $11.01 Mil, reflecting a 6.46% gain to date.
Leverty Financial Group, LLC IVV ($630.67) Holding Chart
Leverty Financial Group, 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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