PKS Advisory Services, LLC IVV Holdings History
PKS Advisory Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, PKS Advisory Services, LLC held 75,909.00 shares of iShares Core S&P 500 ETF(IVV), totaling $42.65 Mil. This investment constitutes 11.67% of their stock portfolio, and PKS Advisory Services, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then PKS Advisory Services, LLC has made 1 purchases of IVV, at an average price of $592.14, for a total of 75,909.00 shares. Based on historical transaction data and IVV's current price of $626.44, PKS Advisory Services, LLC's estimated gain on his IVV holdings is $2.60 Mil, reflecting a 5.79% gain to date.
PKS Advisory Services, LLC IVV ($626.44) Holding Chart
PKS Advisory Services, 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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