PAX Financial Group, LLC IVV Holdings History
PAX Financial Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, PAX Financial Group, LLC held 75,326.00 shares of iShares Core S&P 500 ETF(IVV), totaling $42.33 Mil. This investment constitutes 7.5% of their stock portfolio, and PAX Financial Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then PAX Financial Group, LLC has made 8 purchases of IVV, at an average price of $352.59, for a total of 194,753.00 shares. In addition, there have been 13 sales at an average price of $437.43 for 119,427.00 shares. Based on historical transaction data and IVV's current price of $631.73, PAX Financial Group, LLC's estimated gain on his IVV holdings is $31.16 Mil, reflecting a 45.38% gain to date.
PAX Financial Group, LLC IVV ($631.73) Holding Chart
PAX Financial Group, LLC IVV ($631.73) 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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