Madrona Financial Services, LLC IVV Holdings History
Madrona Financial Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Madrona Financial Services, LLC held 88,988.00 shares of iShares Core S&P 500 ETF(IVV), totaling $55.25 Mil. This investment constitutes 13.25% of their stock portfolio, and Madrona Financial Services, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then Madrona Financial Services, LLC has made 8 purchases of IVV, at an average price of $507.87, for a total of 106,837.00 shares. In addition, there have been 6 sales at an average price of $490.37 for 17,849.00 shares. Based on historical transaction data and IVV's current price of $637.33, Madrona Financial Services, LLC's estimated gain on his IVV holdings is $11.21 Mil, reflecting a 20.66% gain to date.
Madrona Financial Services, LLC IVV ($637.33) Holding Chart
Madrona Financial 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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