Abacus Planning Group, Inc. IVV Holdings History
Abacus Planning Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Abacus Planning Group, Inc. held 20,654.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.82 Mil. This investment constitutes 4.33% of their stock portfolio, and Abacus Planning Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Abacus Planning Group, Inc. has made 13 purchases of IVV, at an average price of $367.18, for a total of 24,701.00 shares. In addition, there have been 13 sales at an average price of $337.68 for 4,047.00 shares. Based on historical transaction data and IVV's current price of $630.93, Abacus Planning Group, Inc.'s estimated gain on his IVV holdings is $5.33 Mil, reflecting a 58.74% gain to date.
Abacus Planning Group, Inc. IVV ($630.93) Holding Chart
Abacus Planning Group, 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 % | |||
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