MONUMENTAL FINANCIAL GROUP INC. IVV Holdings History
MONUMENTAL FINANCIAL GROUP INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-09-30, MONUMENTAL FINANCIAL GROUP INC. held 55,699.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.13 Mil. This investment constitutes 11.92% of their stock portfolio, and MONUMENTAL FINANCIAL GROUP INC. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q1. And since then MONUMENTAL FINANCIAL GROUP INC. has made 12 purchases of IVV, at an average price of $441.31, for a total of 79,456.00 shares. In addition, there have been 2 sales at an average price of $392.44 for 23,757.00 shares. Based on historical transaction data and IVV's current price of $614.76, MONUMENTAL FINANCIAL GROUP INC.'s estimated gain on his IVV holdings is $8.50 Mil, reflecting a 24.24% gain to date.
MONUMENTAL FINANCIAL GROUP INC. IVV ($614.76) Holding Chart
MONUMENTAL FINANCIAL GROUP INC. IVV ($614.76) 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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