PRIVATE CLIENT SERVICES, LLC IVV Holdings History
PRIVATE CLIENT SERVICES, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, PRIVATE CLIENT SERVICES, LLC held 35,858.00 shares of iShares Core S&P 500 ETF(IVV), totaling $22.26 Mil. This investment constitutes 8.67% of their stock portfolio, and PRIVATE CLIENT SERVICES, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then PRIVATE CLIENT SERVICES, LLC has made 5 purchases of IVV, at an average price of $527.83, for a total of 39,704.00 shares. In addition, there have been 1 sales at an average price of $592.23 for 3,846.00 shares. Based on historical transaction data and IVV's current price of $626.44, PRIVATE CLIENT SERVICES, LLC's estimated gain on his IVV holdings is $3.78 Mil, reflecting a 18.05% gain to date.
PRIVATE CLIENT SERVICES, LLC IVV ($626.44) Holding Chart
PRIVATE CLIENT 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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