Alpha Financial Partners, LLC IVV Holdings History
Alpha Financial Partners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Alpha Financial Partners, LLC held 70,465.00 shares of iShares Core S&P 500 ETF(IVV), totaling $39.59 Mil. This investment constitutes 31.76% of their stock portfolio, and Alpha Financial Partners, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Alpha Financial Partners, LLC has made 5 purchases of IVV, at an average price of $496.75, for a total of 134,775.00 shares. In addition, there have been 4 sales at an average price of $551.37 for 64,310.00 shares. Based on historical transaction data and IVV's current price of $630.93, Alpha Financial Partners, LLC's estimated gain on his IVV holdings is $12.97 Mil, reflecting a 19.37% gain to date.
Alpha Financial Partners, LLC IVV ($630.93) Holding Chart
Alpha Financial Partners, LLC 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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