Sovereign Financial Group, Inc. IVV Holdings History
Sovereign Financial Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Sovereign Financial Group, Inc. held 28,705.00 shares of iShares Core S&P 500 ETF(IVV), totaling $16.13 Mil. This investment constitutes 3.71% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Sovereign Financial Group, Inc. has made 9 purchases of IVV, at an average price of $380.96, for a total of 48,589.00 shares. In addition, there have been 7 sales at an average price of $472.85 for 19,884.00 shares. Based on historical transaction data and IVV's current price of $630.67, Sovereign Financial Group, Inc.'s estimated gain on his IVV holdings is $9.00 Mil, reflecting a 48.59% gain to date.
Sovereign Financial Group, Inc. IVV ($630.67) Holding Chart
Sovereign Financial Group, 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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