Pinion Investment Advisors, LLC IVV Holdings History
Pinion Investment Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Pinion Investment Advisors, LLC held 35,302.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.84 Mil. This investment constitutes 4.37% of their stock portfolio, and Pinion Investment Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Pinion Investment Advisors, LLC has made 10 purchases of IVV, at an average price of $567.89, for a total of 38,188.00 shares. In addition, there have been 2 sales at an average price of $404.56 for 2,886.00 shares. Based on historical transaction data and IVV's current price of $637.33, Pinion Investment Advisors, LLC's estimated gain on his IVV holdings is $1.98 Mil, reflecting a 9.13% gain to date.
Pinion Investment Advisors, LLC IVV ($637.33) Holding Chart
Pinion Investment Advisors, LLC IVV ($637.33) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
