Pure Financial Advisors, LLC IVV Holdings History
Pure Financial Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Pure Financial Advisors, LLC held 174,334.00 shares of iShares Core S&P 500 ETF(IVV), totaling $108.24 Mil. This investment constitutes 1.91% of their stock portfolio, and Pure Financial Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2016Q4. And since then Pure Financial Advisors, LLC has made 21 purchases of IVV, at an average price of $525.59, for a total of 186,189.00 shares. In addition, there have been 11 sales at an average price of $357.26 for 11,855.00 shares. Based on historical transaction data and IVV's current price of $636.44, Pure Financial Advisors, LLC's estimated gain on his IVV holdings is $17.33 Mil, reflecting a 17.71% gain to date.
Pure Financial Advisors, LLC IVV ($636.44) Holding Chart
Pure Financial Advisors, LLC IVV ($636.44) 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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