Asset Planning Services, Ltd. IVV Holdings History
Asset Planning Services, Ltd.'s iShares Core S&P 500 ETF Holding Summary
As of 2021-12-31, Asset Planning Services, Ltd. held 73,259.00 shares of iShares Core S&P 500 ETF(IVV), totaling $34.94 Mil. This investment constitutes 16.15% of their stock portfolio, and Asset Planning Services, Ltd. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Asset Planning Services, Ltd. has made 6 purchases of IVV, at an average price of $275.44, for a total of 143,035.00 shares. In addition, there have been 9 sales at an average price of $377.56 for 69,776.00 shares. Based on historical transaction data and IVV's current price of $630.67, Asset Planning Services, Ltd.'s estimated gain on his IVV holdings is $33.15 Mil, reflecting a 84.14% gain to date.
Asset Planning Services, Ltd. IVV ($630.67) Holding Chart
Asset Planning Services, Ltd. IVV ($630.67) 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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