Lee Financial Co IVV Holdings History
Lee Financial Co's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Lee Financial Co held 269,323.00 shares of iShares Core S&P 500 ETF(IVV), totaling $151.33 Mil. This investment constitutes 23.12% of their stock portfolio, and Lee Financial Co now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Lee Financial Co has made 24 purchases of IVV, at an average price of $388.61, for a total of 272,328.00 shares. In addition, there have been 4 sales at an average price of $316.32 for 3,005.00 shares. Based on historical transaction data and IVV's current price of $626.44, Lee Financial Co's estimated gain on his IVV holdings is $63.84 Mil, reflecting a 60.32% gain to date.
Lee Financial Co IVV ($626.44) Holding Chart
Lee Financial Co IVV ($626.44) 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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