NBC SECURITIES, INC. IVV Holdings History

Number of Shares
18,345.00
Current Holdings Value*
$11.39 Mil
% of Portfolio
0.93%
Total Estimate Gain
$3.57 Mil
% of Total Estimate Gain
17.36%

NBC SECURITIES, INC.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, NBC SECURITIES, INC. held 18,345.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.39 Mil. This investment constitutes 0.93% of their stock portfolio, and NBC SECURITIES, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q3. And since then NBC SECURITIES, INC. has made 2 purchases of IVV, at an average price of $510.72, for a total of 40,263.00 shares. In addition, there have been 5 sales at an average price of $573.60 for 21,918.00 shares. Based on historical transaction data and IVV's current price of $630.20, NBC SECURITIES, INC.'s estimated gain on his IVV holdings is $3.57 Mil, reflecting a 17.36% gain to date.

NBC SECURITIES, INC. IVV ($630.20) Holding Chart

NBC SECURITIES, INC. IVV ($630.20) 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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