Number of Shares
125,022.00
Current Holdings Value*
$77.63 Mil
% of Portfolio
35.36%
Total Estimate Gain
$45.40 Mil
% of Total Estimate Gain
110.13%

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

As of 2025-06-30, New England Professional Planning Group Inc. held 125,022.00 shares of iShares Core S&P 500 ETF(IVV), totaling $77.63 Mil. This investment constitutes 35.36% 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 17 purchases of IVV, at an average price of $292.20, for a total of 141,075.00 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 $637.33, New England Professional Planning Group Inc.'s estimated gain on his IVV holdings is $45.40 Mil, reflecting a 110.13% gain to date.

New England Professional Planning Group Inc. IVV ($637.33) Holding Chart

New England Professional Planning Group Inc. IVV ($637.33) 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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