Paladin Advisory Group, LLC IVV Holdings History
Paladin Advisory Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Paladin Advisory Group, LLC held 6,880.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.87 Mil. This investment constitutes 3.09% of their stock portfolio, and Paladin Advisory Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then Paladin Advisory Group, LLC has made 9 purchases of IVV, at an average price of $436.42, for a total of 13,836.00 shares. In addition, there have been 3 sales at an average price of $414.59 for 6,956.00 shares. Based on historical transaction data and IVV's current price of $630.67, Paladin Advisory Group, LLC's estimated gain on his IVV holdings is $1.18 Mil, reflecting a 19.62% gain to date.
Paladin Advisory Group, LLC IVV ($630.67) Holding Chart
Paladin Advisory Group, 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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