L.K. Benson & Company, P.C. IVV Holdings History
L.K. Benson & Company, P.C.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, L.K. Benson & Company, P.C. held 2,595.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.46 Mil. This investment constitutes 1.01% of their stock portfolio, and L.K. Benson & Company, P.C. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then L.K. Benson & Company, P.C. has made 1 purchases of IVV, at an average price of $591.26, for a total of 2,595.00 shares. Based on historical transaction data and IVV's current price of $623.33, L.K. Benson & Company, P.C.'s estimated gain on his IVV holdings is $83,226.02, reflecting a 5.42% gain to date.
L.K. Benson & Company, P.C. IVV ($623.33) Holding Chart
L.K. Benson & Company, P.C. IVV ($623.33) 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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