NewFocus Financial Group, LLC IVV Holdings History
NewFocus Financial Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2020-12-31, NewFocus Financial Group, LLC held 28,421.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.67 Mil. This investment constitutes 3.15% of their stock portfolio, and NewFocus Financial Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then NewFocus Financial Group, LLC has made 10 purchases of IVV, at an average price of $202.72, for a total of 66,688.00 shares. In addition, there have been 9 sales at an average price of $268.79 for 38,267.00 shares. Based on historical transaction data and IVV's current price of $630.67, NewFocus Financial Group, LLC's estimated gain on his IVV holdings is $14.69 Mil, reflecting a 108.67% gain to date.
NewFocus Financial Group, LLC IVV ($630.67) Holding Chart
NewFocus Financial Group, LLC 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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