Foundry Financial Group, Inc. IVV Holdings History
Foundry Financial Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Foundry Financial Group, Inc. held 26,091.00 shares of iShares Core S&P 500 ETF(IVV), totaling $14.66 Mil. This investment constitutes 9.03% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Foundry Financial Group, Inc. has made 5 purchases of IVV, at an average price of $490.37, for a total of 26,091.00 shares. Based on historical transaction data and IVV's current price of $627.66, Foundry Financial Group, Inc.'s estimated gain on his IVV holdings is $3.58 Mil, reflecting a 28.00% gain to date.
Foundry Financial Group, Inc. IVV ($627.66) Holding Chart
Foundry Financial Group, Inc. IVV ($627.66) 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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