NFP Retirement, Inc. IVV Holdings History
NFP Retirement, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, NFP Retirement, Inc. held 452,042.00 shares of iShares Core S&P 500 ETF(IVV), totaling $254.00 Mil. This investment constitutes 20.13% of their stock portfolio, and NFP Retirement, Inc. now holds 0.05% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q1. And since then NFP Retirement, Inc. has made 16 purchases of IVV, at an average price of $509.96, for a total of 473,161.00 shares. In addition, there have been 4 sales at an average price of $451.09 for 21,119.00 shares. Based on historical transaction data and IVV's current price of $630.67, NFP Retirement, Inc.'s estimated gain on his IVV holdings is $53.32 Mil, reflecting a 22.10% gain to date.
NFP Retirement, Inc. IVV ($630.67) Holding Chart
NFP Retirement, 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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