First Personal Financial Services IVV Holdings History
First Personal Financial Services's iShares Core S&P 500 ETF Holding Summary
As of 2024-09-30, First Personal Financial Services held 21,664.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.50 Mil. This investment constitutes 2.64% of their stock portfolio, and First Personal Financial Services now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q4. And since then First Personal Financial Services has made 11 purchases of IVV, at an average price of $273.80, for a total of 38,632.00 shares. In addition, there have been 17 sales at an average price of $368.30 for 16,968.00 shares. Based on historical transaction data and IVV's current price of $630.67, First Personal Financial Services's estimated gain on his IVV holdings is $9.33 Mil, reflecting a 88.25% gain to date.
First Personal Financial Services IVV ($630.67) Holding Chart
First Personal Financial Services 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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