Omega Financial Group, LLC IVV Holdings History
Omega Financial Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 21,190.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.91 Mil. This investment constitutes 4.57% of their stock portfolio, and Omega Financial Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 15 purchases of IVV, at an average price of $369.21, for a total of 26,971.00 shares. In addition, there have been 10 sales at an average price of $409.44 for 5,781.00 shares. Based on historical transaction data and IVV's current price of $630.31, Omega Financial Group, LLC's estimated gain on his IVV holdings is $5.77 Mil, reflecting a 57.89% gain to date.
Omega Financial Group, LLC IVV ($630.31) Holding Chart
Omega Financial Group, LLC IVV ($630.31) 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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