Financial Partners Group, Inc IVV Holdings History
Financial Partners Group, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Financial Partners Group, Inc held 115,319.00 shares of iShares Core S&P 500 ETF(IVV), totaling $71.60 Mil. This investment constitutes 9.9% of their stock portfolio, and Financial Partners Group, Inc now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Financial Partners Group, Inc has made 26 purchases of IVV, at an average price of $328.36, for a total of 171,951.00 shares. In addition, there have been 3 sales at an average price of $307.37 for 56,632.00 shares. Based on historical transaction data and IVV's current price of $630.67, Financial Partners Group, Inc's estimated gain on his IVV holdings is $33.67 Mil, reflecting a 59.64% gain to date.
Financial Partners Group, Inc IVV ($630.67) Holding Chart
Financial Partners Group, Inc IVV ($630.67) 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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