M Holdings Securities, Inc. IVV Holdings History
M Holdings Securities, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, M Holdings Securities, Inc. held 173,002.00 shares of iShares Core S&P 500 ETF(IVV), totaling $97.21 Mil. This investment constitutes 16.17% of their stock portfolio, and M Holdings Securities, Inc. now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then M Holdings Securities, Inc. has made 20 purchases of IVV, at an average price of $451.88, for a total of 431,943.00 shares. In addition, there have been 12 sales at an average price of $475.63 for 258,941.00 shares. Based on historical transaction data and IVV's current price of $617.46, M Holdings Securities, Inc.'s estimated gain on his IVV holdings is $34.80 Mil, reflecting a 17.83% gain to date.
M Holdings Securities, Inc. IVV ($617.46) Holding Chart
M Holdings Securities, Inc. IVV ($617.46) 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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