Compass Financial Group, Inc. IVV Holdings History
Compass Financial Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Compass Financial Group, Inc. held 48,543.00 shares of iShares Core S&P 500 ETF(IVV), totaling $27.28 Mil. This investment constitutes 14.01% of their stock portfolio, and Compass Financial 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 Compass Financial Group, Inc. has made 13 purchases of IVV, at an average price of $287.54, for a total of 59,850.00 shares. In addition, there have been 15 sales at an average price of $401.45 for 11,307.00 shares. Based on historical transaction data and IVV's current price of $626.23, Compass Financial Group, Inc.'s estimated gain on his IVV holdings is $17.73 Mil, reflecting a 103.02% gain to date.
Compass Financial Group, Inc. IVV ($626.23) Holding Chart
Compass Financial Group, Inc. IVV ($626.23) 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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