NEXT Financial Group, Inc IVV Holdings History
NEXT Financial Group, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2021-12-31, NEXT Financial Group, Inc held 71,180.00 shares of iShares Core S&P 500 ETF(IVV), totaling $33.95 Mil. This investment constitutes 2.24% of their stock portfolio, and NEXT Financial Group, Inc now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q3. And since then NEXT Financial Group, Inc has made 11 purchases of IVV, at an average price of $278.16, for a total of 166,785.00 shares. In addition, there have been 9 sales at an average price of $228.98 for 95,605.00 shares. Based on historical transaction data and IVV's current price of $630.67, NEXT Financial Group, Inc's estimated gain on his IVV holdings is $20.39 Mil, reflecting a 43.95% gain to date.
NEXT Financial Group, Inc IVV ($630.67) Holding Chart
NEXT Financial Group, Inc IVV ($630.67) 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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