Pettinga Financial Advisors LLC IVV Holdings History
Pettinga Financial Advisors LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Pettinga Financial Advisors LLC held 58,141.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.67 Mil. This investment constitutes 7.68% of their stock portfolio, and Pettinga Financial Advisors LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Pettinga Financial Advisors LLC has made 12 purchases of IVV, at an average price of $361.70, for a total of 174,230.00 shares. In addition, there have been 13 sales at an average price of $439.37 for 116,089.00 shares. Based on historical transaction data and IVV's current price of $623.33, Pettinga Financial Advisors LLC's estimated gain on his IVV holdings is $24.23 Mil, reflecting a 38.45% gain to date.
Pettinga Financial Advisors LLC IVV ($623.33) Holding Chart
Pettinga Financial Advisors LLC IVV ($623.33) 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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