Number of Shares
124,898.00
Current Holdings Value*
$70.18 Mil
% of Portfolio
34.94%
Total Estimate Gain
$44.93 Mil
% of Total Estimate Gain
109.19%

New England Professional Planning Group Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, New England Professional Planning Group Inc. held 124,898.00 shares of iShares Core S&P 500 ETF(IVV), totaling $70.18 Mil. This investment constitutes 34.94% of their stock portfolio, and New England Professional Planning Group Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2015Q3. And since then New England Professional Planning Group Inc. has made 16 purchases of IVV, at an average price of $291.95, for a total of 140,951.00 shares. In addition, there have been 10 sales at an average price of $432.27 for 16,053.00 shares. Based on historical transaction data and IVV's current price of $633.68, New England Professional Planning Group Inc.'s estimated gain on his IVV holdings is $44.93 Mil, reflecting a 109.19% gain to date.

New England Professional Planning Group Inc. IVV ($633.68) Holding Chart

New England Professional Planning Group Inc. IVV ($633.68) 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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