Briaud Financial Planning, Inc IVV Holdings History
Briaud Financial Planning, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Briaud Financial Planning, Inc held 3,270.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.84 Mil. This investment constitutes 0.73% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Briaud Financial Planning, Inc has made 5 purchases of IVV, at an average price of $374.07, for a total of 16,976.00 shares. In addition, there have been 5 sales at an average price of $393.71 for 13,706.00 shares. Based on historical transaction data and IVV's current price of $627.03, Briaud Financial Planning, Inc's estimated gain on his IVV holdings is $1.10 Mil, reflecting a 17.27% gain to date.
Briaud Financial Planning, Inc IVV ($627.03) Holding Chart
Briaud Financial Planning, Inc IVV ($627.03) 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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