LEVEL FOUR FINANCIAL, LLC IVV Holdings History
LEVEL FOUR FINANCIAL, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2021-09-30, LEVEL FOUR FINANCIAL, LLC held 8,291.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.57 Mil. This investment constitutes 1.56% of their stock portfolio, and LEVEL FOUR FINANCIAL, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then LEVEL FOUR FINANCIAL, LLC has made 1 purchases of IVV, at an average price of $354.18, for a total of 8,678.00 shares. In addition, there have been 2 sales at an average price of $396.79 for 387.00 shares. Based on historical transaction data and IVV's current price of $631.73, LEVEL FOUR FINANCIAL, LLC's estimated gain on his IVV holdings is $2.32 Mil, reflecting a 75.40% gain to date.
LEVEL FOUR FINANCIAL, LLC IVV ($631.73) Holding Chart
LEVEL FOUR FINANCIAL, LLC IVV ($631.73) 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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