Number of Shares
12,458.00
Current Holdings Value*
$7.00 Mil
% of Portfolio
2.04%
Total Estimate Gain
$2.30 Mil
% of Total Estimate Gain
34.41%

Platform Technology Partners's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Platform Technology Partners held 12,458.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.00 Mil. This investment constitutes 2.04% of their stock portfolio, and Platform Technology Partners now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q2. And since then Platform Technology Partners has made 9 purchases of IVV, at an average price of $421.27, for a total of 15,852.00 shares. In addition, there have been 5 sales at an average price of $405.79 for 3,394.00 shares. Based on historical transaction data and IVV's current price of $609.96, Platform Technology Partners's estimated gain on his IVV holdings is $2.30 Mil, reflecting a 34.41% gain to date.

Platform Technology Partners IVV ($609.96) Holding Chart

Platform Technology Partners IVV ($609.96) 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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