XML Financial, LLC IVV Holdings History
XML Financial, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, XML Financial, LLC held 33,786.00 shares of iShares Core S&P 500 ETF(IVV), totaling $20.98 Mil. This investment constitutes 1.81% of their stock portfolio, and XML Financial, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then XML Financial, LLC has made 19 purchases of IVV, at an average price of $421.43, for a total of 34,726.00 shares. In addition, there have been 3 sales at an average price of $451.45 for 940.00 shares. Based on historical transaction data and IVV's current price of $634.03, XML Financial, LLC's estimated gain on his IVV holdings is $7.21 Mil, reflecting a 49.27% gain to date.
XML Financial, LLC IVV ($634.03) Holding Chart
XML Financial, LLC IVV ($634.03) 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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