Summit Financial Strategies, Inc. IVV Holdings History
Summit Financial Strategies, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 132,197.00 shares of iShares Core S&P 500 ETF(IVV), totaling $74.28 Mil. This investment constitutes 7.49% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q4. And since then Summit Financial Strategies, Inc. has made 9 purchases of IVV, at an average price of $269.24, for a total of 183,205.00 shares. In addition, there have been 23 sales at an average price of $402.61 for 51,008.00 shares. Based on historical transaction data and IVV's current price of $623.33, Summit Financial Strategies, Inc.'s estimated gain on his IVV holdings is $53.61 Mil, reflecting a 108.69% gain to date.
Summit Financial Strategies, Inc. IVV ($623.33) Holding Chart
Summit Financial Strategies, Inc. IVV ($623.33) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
