LOCKERMAN FINANCIAL GROUP, INC. IVV Holdings History
LOCKERMAN FINANCIAL GROUP, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, LOCKERMAN FINANCIAL GROUP, INC. held 2,578.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.60 Mil. This investment constitutes 2.16% of their stock portfolio, and LOCKERMAN FINANCIAL GROUP, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then LOCKERMAN FINANCIAL GROUP, INC. has made 7 purchases of IVV, at an average price of $466.94, for a total of 5,374.00 shares. In addition, there have been 7 sales at an average price of $479.56 for 2,796.00 shares. Based on historical transaction data and IVV's current price of $630.67, LOCKERMAN FINANCIAL GROUP, INC.'s estimated gain on his IVV holdings is $457,383.95, reflecting a 18.23% gain to date.
LOCKERMAN FINANCIAL GROUP, INC. IVV ($630.67) Holding Chart
LOCKERMAN FINANCIAL GROUP, INC. IVV ($630.67) 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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