Center For Financial Planning, Inc. IVV Holdings History
Center for Financial Planning, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Center for Financial Planning, Inc. held 2,207.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.24 Mil. This investment constitutes 0.16% of their stock portfolio, and Center for 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 Center for Financial Planning, Inc. has made 5 purchases of IVV, at an average price of $469.06, for a total of 2,765.00 shares. In addition, there have been 7 sales at an average price of $441.74 for 558.00 shares. Based on historical transaction data and IVV's current price of $637.33, Center for Financial Planning, Inc.'s estimated gain on his IVV holdings is $356,135.99, reflecting a 27.46% gain to date.
Center for Financial Planning, Inc. IVV ($637.33) Holding Chart
Center for Financial Planning, Inc. IVV ($637.33) 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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