Valley Financial Group, Inc. IVV Holdings History
Valley Financial Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Valley Financial Group, Inc. held 47,933.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.93 Mil. This investment constitutes 17.87% of their stock portfolio, and Valley Financial Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Valley Financial Group, Inc. has made 4 purchases of IVV, at an average price of $465.12, for a total of 50,282.00 shares. In addition, there have been 1 sales at an average price of $500.36 for 2,349.00 shares. Based on historical transaction data and IVV's current price of $637.58, Valley Financial Group, Inc.'s estimated gain on his IVV holdings is $8.35 Mil, reflecting a 35.70% gain to date.
Valley Financial Group, Inc. IVV ($637.58) Holding Chart
Valley Financial Group, Inc. IVV ($637.58) 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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