LPL Financial LLC IVV Holdings History
LPL Financial LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, LPL Financial LLC held 1,000.00 shares of iShares Core S&P 500 ETF(IVV), totaling $561,900.00. This investment constitutes 0% of their stock portfolio, and LPL Financial LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then LPL Financial LLC has made 25 purchases of IVV, at an average price of $377.53, for a total of 12.20 Mil shares. In addition, there have been 10 sales at an average price of $402.55 for 1.62 Mil shares. Based on historical transaction data and IVV's current price of $630.67, LPL Financial LLC's estimated gain on his IVV holdings is $2.72 Bil, reflecting a 59.04% gain to date.
LPL Financial LLC IVV ($630.67) Holding Chart
LPL Financial LLC 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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