MOSAIC FINANCIAL GROUP, LLC IVV Holdings History
MOSAIC FINANCIAL GROUP, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, MOSAIC FINANCIAL GROUP, LLC held 22,651.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.73 Mil. This investment constitutes 10.34% of their stock portfolio, and MOSAIC FINANCIAL GROUP, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q1. And since then MOSAIC FINANCIAL GROUP, LLC has made 3 purchases of IVV, at an average price of $503.12, for a total of 23,135.00 shares. In addition, there have been 1 sales at an average price of $590.51 for 484.00 shares. Based on historical transaction data and IVV's current price of $617.46, MOSAIC FINANCIAL GROUP, LLC's estimated gain on his IVV holdings is $2.63 Mil, reflecting a 22.62% gain to date.
MOSAIC FINANCIAL GROUP, LLC IVV ($617.46) Holding Chart
MOSAIC FINANCIAL GROUP, LLC IVV ($617.46) 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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