WARNER FINANCIAL, INC IVV Holdings History
WARNER FINANCIAL, INC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, WARNER FINANCIAL, INC held 4,930.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.77 Mil. This investment constitutes 1.22% of their stock portfolio, and WARNER FINANCIAL, INC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then WARNER FINANCIAL, INC has made 10 purchases of IVV, at an average price of $452.29, for a total of 6,065.00 shares. In addition, there have been 3 sales at an average price of $579.77 for 1,135.00 shares. Based on historical transaction data and IVV's current price of $630.93, WARNER FINANCIAL, INC's estimated gain on his IVV holdings is $1.03 Mil, reflecting a 37.38% gain to date.
WARNER FINANCIAL, INC IVV ($630.93) Holding Chart
WARNER FINANCIAL, INC IVV ($630.93) 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
