TFC Financial Management, Inc. IVV Holdings History
TFC Financial Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, TFC Financial Management, Inc. held 293,757.00 shares of iShares Core S&P 500 ETF(IVV), totaling $165.06 Mil. This investment constitutes 25.27% of their stock portfolio, and TFC Financial Management, Inc. now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q3. And since then TFC Financial Management, Inc. has made 16 purchases of IVV, at an average price of $361.83, for a total of 296,622.00 shares. In addition, there have been 2 sales at an average price of $538.72 for 2,865.00 shares. Based on historical transaction data and IVV's current price of $630.67, TFC Financial Management, Inc.'s estimated gain on his IVV holdings is $79.48 Mil, reflecting a 74.05% gain to date.
TFC Financial Management, Inc. IVV ($630.67) Holding Chart
TFC Financial Management, 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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