Cosner Financial Group, LLC IVV Holdings History
Cosner Financial Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Cosner Financial Group, LLC held 20,842.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.71 Mil. This investment constitutes 7.16% of their stock portfolio, and Cosner Financial Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q2. And since then Cosner Financial Group, LLC has made 4 purchases of IVV, at an average price of $474.99, for a total of 40,749.00 shares. In addition, there have been 3 sales at an average price of $468.55 for 19,907.00 shares. Based on historical transaction data and IVV's current price of $628.17, Cosner Financial Group, LLC's estimated gain on his IVV holdings is $3.06 Mil, reflecting a 15.83% gain to date.
Cosner Financial Group, LLC IVV ($628.17) Holding Chart
Cosner Financial Group, LLC IVV ($628.17) 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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