KB FINANCIAL PARTNERS, LLC IVV Holdings History
KB FINANCIAL PARTNERS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2023-09-30, KB FINANCIAL PARTNERS, LLC held 76,597.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.89 Mil. This investment constitutes 9.41% of their stock portfolio, and KB FINANCIAL PARTNERS, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then KB FINANCIAL PARTNERS, LLC has made 5 purchases of IVV, at an average price of $397.07, for a total of 80,019.00 shares. In addition, there have been 5 sales at an average price of $398.43 for 3,422.00 shares. Based on historical transaction data and IVV's current price of $609.51, KB FINANCIAL PARTNERS, LLC's estimated gain on his IVV holdings is $16.28 Mil, reflecting a 51.23% gain to date.
KB FINANCIAL PARTNERS, LLC IVV ($609.51) Holding Chart
KB FINANCIAL PARTNERS, LLC IVV ($609.51) 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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