RITTER DANIHER FINANCIAL ADVISORY LLC IVV Holdings History
RITTER DANIHER FINANCIAL ADVISORY LLC's iShares Core S&P 500 ETF Holding Summary
As of 2022-03-31, RITTER DANIHER FINANCIAL ADVISORY LLC held 69,357.00 shares of iShares Core S&P 500 ETF(IVV), totaling $31.47 Mil. This investment constitutes 21.7% of their stock portfolio, and RITTER DANIHER FINANCIAL ADVISORY LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then RITTER DANIHER FINANCIAL ADVISORY LLC has made 3 purchases of IVV, at an average price of $357.59, for a total of 69,567.00 shares. In addition, there have been 2 sales at an average price of $445.02 for 210.00 shares. Based on historical transaction data and IVV's current price of $630.67, RITTER DANIHER FINANCIAL ADVISORY LLC's estimated gain on his IVV holdings is $18.96 Mil, reflecting a 76.21% gain to date.
RITTER DANIHER FINANCIAL ADVISORY LLC IVV ($630.67) Holding Chart
RITTER DANIHER FINANCIAL ADVISORY LLC IVV ($630.67) 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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