OFC FINANCIAL PLANNING, LLC IVV Holdings History
OFC FINANCIAL PLANNING, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held 9,703.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.45 Mil. This investment constitutes 6.17% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $590.51 for 1.00 shares. Based on historical transaction data and IVV's current price of $624.99, OFC FINANCIAL PLANNING, LLC's estimated gain on his IVV holdings is $317,868.56, reflecting a 5.53% gain to date.
OFC FINANCIAL PLANNING, LLC IVV ($624.99) Holding Chart
OFC FINANCIAL PLANNING, LLC IVV ($624.99) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
