LifePlan Financial Group, Inc IVV Holdings History
LifePlan Financial Group, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2020-09-30, LifePlan Financial Group, Inc held 24,262.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.15 Mil. This investment constitutes 3.67% of their stock portfolio, and LifePlan Financial Group, Inc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then LifePlan Financial Group, Inc has made 12 purchases of IVV, at an average price of $237.89, for a total of 42,558.00 shares. In addition, there have been 7 sales at an average price of $209.39 for 18,296.00 shares. Based on historical transaction data and IVV's current price of $627.03, LifePlan Financial Group, Inc's estimated gain on his IVV holdings is $8.92 Mil, reflecting a 88.11% gain to date.
LifePlan Financial Group, Inc IVV ($627.03) Holding Chart
LifePlan Financial Group, Inc IVV ($627.03) 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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