Goldstone Financial Group, LLC IVV Holdings History
Goldstone Financial Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Goldstone Financial Group, LLC held 30,861.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.39 Mil. This investment constitutes 2.56% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q1. And since then Goldstone Financial Group, LLC has made 8 purchases of IVV, at an average price of $489.74, for a total of 30,861.00 shares. Based on historical transaction data and IVV's current price of $627.74, Goldstone Financial Group, LLC's estimated gain on his IVV holdings is $4.26 Mil, reflecting a 28.18% gain to date.
Goldstone Financial Group, LLC IVV ($627.74) Holding Chart
Goldstone Financial Group, LLC IVV ($627.74) 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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