Forbes Financial Planning, Inc. IVV Holdings History
Forbes Financial Planning, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 13,927.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.83 Mil. This investment constitutes 5.8% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Forbes Financial Planning, Inc. has made 4 purchases of IVV, at an average price of $455.94, for a total of 21,728.00 shares. In addition, there have been 8 sales at an average price of $574.63 for 7,801.00 shares. Based on historical transaction data and IVV's current price of $637.33, Forbes Financial Planning, Inc.'s estimated gain on his IVV holdings is $3.45 Mil, reflecting a 34.85% gain to date.
Forbes Financial Planning, Inc. IVV ($637.33) Holding Chart
Forbes Financial Planning, Inc. IVV ($637.33) 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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