LGL PARTNERS, LLC IVV Holdings History
LGL PARTNERS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, LGL PARTNERS, LLC held 42,832.00 shares of iShares Core S&P 500 ETF(IVV), totaling $24.07 Mil. This investment constitutes 11.61% of their stock portfolio, and LGL PARTNERS, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then LGL PARTNERS, LLC has made 17 purchases of IVV, at an average price of $424.34, for a total of 148,835.00 shares. In addition, there have been 11 sales at an average price of $520.34 for 106,003.00 shares. Based on historical transaction data and IVV's current price of $627.03, LGL PARTNERS, LLC's estimated gain on his IVV holdings is $18.86 Mil, reflecting a 29.86% gain to date.
LGL PARTNERS, LLC IVV ($627.03) Holding Chart
LGL PARTNERS, LLC IVV ($627.03) 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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