Number of Shares
2,578.00
Current Holdings Value*
$1.60 Mil
% of Portfolio
2.16%
Total Estimate Gain
$457,383.95
% of Total Estimate Gain
18.23%

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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