Merit Financial Group, LLC IVV Holdings History
Merit Financial Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Merit Financial Group, LLC held 264,917.00 shares of iShares Core S&P 500 ETF(IVV), totaling $148.86 Mil. This investment constitutes 2.23% of their stock portfolio, and Merit Financial Group, LLC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Merit Financial Group, LLC has made 18 purchases of IVV, at an average price of $464.63, for a total of 406,029.00 shares. In addition, there have been 7 sales at an average price of $461.99 for 141,112.00 shares. Based on historical transaction data and IVV's current price of $626.44, Merit Financial Group, LLC's estimated gain on his IVV holdings is $42.49 Mil, reflecting a 22.52% gain to date.
Merit Financial Group, LLC IVV ($626.44) Holding Chart
Merit Financial Group, LLC IVV ($626.44) 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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