Halpern Financial, Inc. IVV Holdings History
Halpern Financial, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 57,666.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.96 Mil. This investment constitutes 8.48% of their stock portfolio, and Halpern Financial, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 7 purchases of IVV, at an average price of $348.62, for a total of 69,369.00 shares. In addition, there have been 8 sales at an average price of $428.29 for 11,703.00 shares. Based on historical transaction data and IVV's current price of $630.67, Halpern Financial, Inc.'s estimated gain on his IVV holdings is $17.20 Mil, reflecting a 71.11% gain to date.
Halpern Financial, Inc. IVV ($630.67) Holding Chart
Halpern Financial, 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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