Creative Planning IVV Holdings History
Creative Planning's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Creative Planning held 21.83 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $12.27 Bil. This investment constitutes 11.53% of their stock portfolio, and Creative Planning now holds 2.2% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Creative Planning has made 41 purchases of IVV, at an average price of $338.65, for a total of 22.86 Mil shares. In addition, there have been 2 sales at an average price of $322.52 for 1.03 Mil shares. Based on historical transaction data and IVV's current price of $631.74, Creative Planning's estimated gain on his IVV holdings is $6.38 Bil, reflecting a 82.45% gain to date.
Creative Planning IVV ($631.74) Holding Chart
Creative Planning IVV ($631.74) 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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