Mosaic Financial Partners, Inc. IVV Holdings History
Mosaic Financial Partners, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2018-06-30, Mosaic Financial Partners, Inc. held 21,661.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.92 Mil. This investment constitutes 5.53% of their stock portfolio, and Mosaic Financial Partners, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. In addition, there have been 9 sales at an average price of $202.50 for 2,096.00 shares. Based on historical transaction data and IVV's current price of $614.76, Mosaic Financial Partners, Inc.'s estimated gain on his IVV holdings is $9.33 Mil, reflecting a 211.49% gain to date.
Mosaic Financial Partners, Inc. IVV ($614.76) Holding Chart
Mosaic Financial Partners, 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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