Intrepid Financial Planning Group LLC IVV Holdings History
Intrepid Financial Planning Group LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Intrepid Financial Planning Group LLC held 45,259.00 shares of iShares Core S&P 500 ETF(IVV), totaling $25.45 Mil. This investment constitutes 11.79% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q2. In addition, there have been 11 sales at an average price of $490.54 for 12,292.00 shares. Based on historical transaction data and IVV's current price of $598.62, Intrepid Financial Planning Group LLC's estimated gain on his IVV holdings is $9.47 Mil, reflecting a 40.03% gain to date.
Intrepid Financial Planning Group LLC IVV ($598.62) Holding Chart
Intrepid Financial Planning Group LLC IVV ($598.62) 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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