Compound Planning, Inc. IVV Holdings History
Compound Planning, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 111,795.00 shares of iShares Core S&P 500 ETF(IVV), totaling $62.82 Mil. This investment constitutes 2.86% of their stock portfolio, and Compound Planning, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q1. And since then Compound Planning, Inc. has made 7 purchases of IVV, at an average price of $519.35, for a total of 114,826.00 shares. In addition, there have been 1 sales at an average price of $420.31 for 3,031.00 shares. Based on historical transaction data and IVV's current price of $598.62, Compound Planning, Inc.'s estimated gain on his IVV holdings is $8.56 Mil, reflecting a 14.36% gain to date.
Compound Planning, Inc. IVV ($598.62) Holding Chart
Compound Planning, Inc. IVV ($598.62) 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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