PDS Planning, Inc IVV Holdings History
PDS Planning, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, PDS Planning, Inc held 142,796.00 shares of iShares Core S&P 500 ETF(IVV), totaling $80.24 Mil. This investment constitutes 6.76% of their stock portfolio, and PDS Planning, Inc now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then PDS Planning, Inc has made 26 purchases of IVV, at an average price of $428.68, for a total of 143,283.00 shares. In addition, there have been 2 sales at an average price of $386.27 for 487.00 shares. Based on historical transaction data and IVV's current price of $623.83, PDS Planning, Inc's estimated gain on his IVV holdings is $27.85 Mil, reflecting a 45.34% gain to date.
PDS Planning, Inc IVV ($623.83) Holding Chart
PDS Planning, Inc IVV ($623.83) 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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