Mendota Financial Group, LLC IVV Holdings History
Mendota Financial Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Mendota Financial Group, LLC held 13,207.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.20 Mil. This investment constitutes 7.76% of their stock portfolio, and Mendota Financial Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Mendota Financial Group, LLC has made 6 purchases of IVV, at an average price of $473.72, for a total of 20,830.00 shares. In addition, there have been 3 sales at an average price of $565.82 for 7,623.00 shares. Based on historical transaction data and IVV's current price of $631.74, Mendota Financial Group, LLC's estimated gain on his IVV holdings is $2.79 Mil, reflecting a 28.27% gain to date.
Mendota Financial Group, LLC IVV ($631.74) Holding Chart
Mendota Financial Group, LLC IVV ($631.74) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
