Orin Green Financial, LLC IVV Holdings History
Orin Green Financial, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Orin Green Financial, LLC held 51,598.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.64 Mil. This investment constitutes 12.56% of their stock portfolio, and Orin Green Financial, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then Orin Green Financial, LLC has made 9 purchases of IVV, at an average price of $381.34, for a total of 62,323.00 shares. In addition, there have been 8 sales at an average price of $501.79 for 10,725.00 shares. Based on historical transaction data and IVV's current price of $630.67, Orin Green Financial, LLC's estimated gain on his IVV holdings is $14.16 Mil, reflecting a 59.57% gain to date.
Orin Green Financial, LLC IVV ($630.67) Holding Chart
Orin Green Financial, 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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