Planning Solutions Group LLC IVV Holdings History
Planning Solutions Group LLC's iShares Core S&P 500 ETF Holding Summary
As of 2019-06-30, Planning Solutions Group LLC held 84,867.00 shares of iShares Core S&P 500 ETF(IVV), totaling $25.02 Mil. This investment constitutes 13.32% of their stock portfolio, and Planning Solutions Group LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Planning Solutions Group LLC has made 1 purchases of IVV, at an average price of $270.86, for a total of 84,960.00 shares. In addition, there have been 1 sales at an average price of $272.50 for 93.00 shares. Based on historical transaction data and IVV's current price of $630.67, Planning Solutions Group LLC's estimated gain on his IVV holdings is $30.54 Mil, reflecting a 132.69% gain to date.
Planning Solutions Group LLC IVV ($630.67) Holding Chart
Planning Solutions 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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