Sanford Advisory Services, LLC IVV Holdings History
Sanford Advisory Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2022-12-31, Sanford Advisory Services, LLC held 76,657.00 shares of iShares Core S&P 500 ETF(IVV), totaling $29.45 Mil. This investment constitutes 7.01% of their stock portfolio, and Sanford Advisory Services, 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 Sanford Advisory Services, LLC has made 5 purchases of IVV, at an average price of $396.63, for a total of 219,524.00 shares. In addition, there have been 3 sales at an average price of $434.80 for 142,867.00 shares. Based on historical transaction data and IVV's current price of $631.74, Sanford Advisory Services, LLC's estimated gain on his IVV holdings is $23.48 Mil, reflecting a 26.96% gain to date.
Sanford Advisory Services, LLC IVV ($631.74) Holding Chart
Sanford Advisory Services, LLC IVV ($631.74) 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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