PHILLIPS FINANCIAL MANAGEMENT, LLC IVV Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 244,566.00 shares of iShares Core S&P 500 ETF(IVV), totaling $137.42 Mil. This investment constitutes 10.62% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 27 purchases of IVV, at an average price of $271.01, for a total of 261,214.00 shares. In addition, there have been 10 sales at an average price of $345.45 for 16,648.00 shares. Based on historical transaction data and IVV's current price of $630.67, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his IVV holdings is $89.20 Mil, reflecting a 126.00% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC IVV ($630.67) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, LLC IVV ($630.67) 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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