Northstar Advisory Group, LLC IVV Holdings History
Northstar Advisory Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Northstar Advisory Group, LLC held 12,908.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.01 Mil. This investment constitutes 3.91% of their stock portfolio, and Northstar Advisory Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Northstar Advisory Group, LLC has made 6 purchases of IVV, at an average price of $432.23, for a total of 154,238.00 shares. In addition, there have been 12 sales at an average price of $459.59 for 141,330.00 shares. Based on historical transaction data and IVV's current price of $633.14, Northstar Advisory Group, LLC's estimated gain on his IVV holdings is $6.46 Mil, reflecting a 9.69% gain to date.
Northstar Advisory Group, LLC IVV ($633.14) Holding Chart
Northstar Advisory Group, LLC IVV ($633.14) 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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