Patriot Financial Group Insurance Agency, LLC IVV Holdings History
Patriot Financial Group Insurance Agency, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Patriot Financial Group Insurance Agency, LLC held 73,358.00 shares of iShares Core S&P 500 ETF(IVV), totaling $45.55 Mil. This investment constitutes 5.23% of their stock portfolio, and Patriot Financial Group Insurance Agency, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Patriot Financial Group Insurance Agency, LLC has made 22 purchases of IVV, at an average price of $414.79, for a total of 79,142.00 shares. In addition, there have been 8 sales at an average price of $507.71 for 5,784.00 shares. Based on historical transaction data and IVV's current price of $631.74, Patriot Financial Group Insurance Agency, LLC's estimated gain on his IVV holdings is $16.45 Mil, reflecting a 50.12% gain to date.
Patriot Financial Group Insurance Agency, LLC IVV ($631.74) Holding Chart
Patriot Financial Group Insurance Agency, LLC IVV ($631.74) 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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