Houlihan Financial Resource Group, Ltd. IVV Holdings History
Houlihan Financial Resource Group, Ltd.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Houlihan Financial Resource Group, Ltd. held 10,502.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.90 Mil. This investment constitutes 2.65% of their stock portfolio, and Houlihan Financial Resource Group, Ltd. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Houlihan Financial Resource Group, Ltd. has made 5 purchases of IVV, at an average price of $434.18, for a total of 32,704.00 shares. In addition, there have been 8 sales at an average price of $470.84 for 22,202.00 shares. Based on historical transaction data and IVV's current price of $627.74, Houlihan Financial Resource Group, Ltd.'s estimated gain on his IVV holdings is $2.85 Mil, reflecting a 20.05% gain to date.
Houlihan Financial Resource Group, Ltd. IVV ($627.74) Holding Chart
Houlihan Financial Resource Group, Ltd. 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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