RTD Financial Advisors, Inc. IVV Holdings History
RTD Financial Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, RTD Financial Advisors, Inc. held 139,930.00 shares of iShares Core S&P 500 ETF(IVV), totaling $86.88 Mil. This investment constitutes 11.12% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 4 purchases of IVV, at an average price of $458.61, for a total of 168,644.00 shares. In addition, there have been 10 sales at an average price of $481.63 for 28,714.00 shares. Based on historical transaction data and IVV's current price of $630.67, RTD Financial Advisors, Inc.'s estimated gain on his IVV holdings is $24.74 Mil, reflecting a 31.99% gain to date.
RTD Financial Advisors, Inc. IVV ($630.67) Holding Chart
RTD Financial Advisors, Inc. 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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