SMI Advisory Services, LLC IVV Holdings History
SMI Advisory Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, SMI Advisory Services, LLC held 34,638.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.73 Mil. This investment constitutes 4.2% of their stock portfolio, and SMI Advisory Services, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then SMI Advisory Services, LLC has made 14 purchases of IVV, at an average price of $459.19, for a total of 35,638.00 shares. In addition, there have been 1 sales at an average price of $447.30 for 1,000.00 shares. Based on historical transaction data and IVV's current price of $637.33, SMI Advisory Services, LLC's estimated gain on his IVV holdings is $6.16 Mil, reflecting a 37.63% gain to date.
SMI Advisory Services, LLC IVV ($637.33) Holding Chart
SMI Advisory Services, 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 % | |||
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