McNamara Financial Services, Inc. IVV Holdings History
McNamara Financial Services, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, McNamara Financial Services, Inc. held 232,705.00 shares of iShares Core S&P 500 ETF(IVV), totaling $130.76 Mil. This investment constitutes 28.13% of their stock portfolio, and McNamara Financial Services, Inc. now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q3. And since then McNamara Financial Services, Inc. has made 14 purchases of IVV, at an average price of $325.76, for a total of 283,110.00 shares. In addition, there have been 13 sales at an average price of $504.13 for 50,405.00 shares. Based on historical transaction data and IVV's current price of $628.17, McNamara Financial Services, Inc.'s estimated gain on his IVV holdings is $79.36 Mil, reflecting a 86.05% gain to date.
McNamara Financial Services, Inc. IVV ($628.17) Holding Chart
McNamara Financial Services, Inc. IVV ($628.17) 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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