Sharkey, Howes & Javer IVV Holdings History
Sharkey, Howes & Javer's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Sharkey, Howes & Javer held 80,202.00 shares of iShares Core S&P 500 ETF(IVV), totaling $49.80 Mil. This investment constitutes 6.68% of their stock portfolio, and Sharkey, Howes & Javer now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q1. And since then Sharkey, Howes & Javer has made 20 purchases of IVV, at an average price of $392.64, for a total of 324,760.00 shares. In addition, there have been 9 sales at an average price of $521.53 for 244,558.00 shares. Based on historical transaction data and IVV's current price of $631.74, Sharkey, Howes & Javer's estimated gain on his IVV holdings is $50.70 Mil, reflecting a 39.76% gain to date.
Sharkey, Howes & Javer IVV ($631.74) Holding Chart
Sharkey, Howes & Javer 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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