Providence Capital Advisors, LLC IVV Holdings History
Providence Capital Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Providence Capital Advisors, LLC held 24,068.00 shares of iShares Core S&P 500 ETF(IVV), totaling $13.52 Mil. This investment constitutes 2.81% of their stock portfolio, and Providence Capital Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Providence Capital Advisors, LLC has made 16 purchases of IVV, at an average price of $329.84, for a total of 46,310.00 shares. In addition, there have been 12 sales at an average price of $380.10 for 22,242.00 shares. Based on historical transaction data and IVV's current price of $633.68, Providence Capital Advisors, LLC's estimated gain on his IVV holdings is $8.43 Mil, reflecting a 55.19% gain to date.
Providence Capital Advisors, LLC IVV ($633.68) Holding Chart
Providence Capital Advisors, LLC IVV ($633.68) 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
