Number of Shares
32,569.00
Current Holdings Value*
$9.53 Mil
% of Portfolio
4.55%
Total Estimate Gain
$13.29 Mil
% of Total Estimate Gain
157.21%

Lehman Financial Resources, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2018-09-30, Lehman Financial Resources, Inc. held 32,569.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.53 Mil. This investment constitutes 4.55% of their stock portfolio, and Lehman Financial Resources, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2015Q4. And since then Lehman Financial Resources, Inc. has made 9 purchases of IVV, at an average price of $218.13, for a total of 38,769.00 shares. In addition, there have been 1 sales at an average price of $233.82 for 6,200.00 shares. Based on historical transaction data and IVV's current price of $623.33, Lehman Financial Resources, Inc.'s estimated gain on his IVV holdings is $13.29 Mil, reflecting a 157.21% gain to date.

Lehman Financial Resources, Inc. IVV ($623.33) Holding Chart

Lehman Financial Resources, Inc. IVV ($623.33) 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 %

Top Ranked Articles

  • 1