Source Financial Advisors LLC IVV Holdings History
Source Financial Advisors LLC's iShares Core S&P 500 ETF Holding Summary
As of 2024-09-30, Source Financial Advisors LLC held 37,852.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.83 Mil. This investment constitutes 6.45% of their stock portfolio, and Source Financial Advisors LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Source Financial Advisors LLC has made 9 purchases of IVV, at an average price of $376.78, for a total of 57,743.00 shares. In addition, there have been 7 sales at an average price of $449.31 for 19,891.00 shares. Based on historical transaction data and IVV's current price of $614.49, Source Financial Advisors LLC's estimated gain on his IVV holdings is $10.44 Mil, reflecting a 47.99% gain to date.
Source Financial Advisors LLC IVV ($614.49) Holding Chart
Source Financial Advisors LLC IVV ($614.49) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
