Sigma Planning Corp IVV Holdings History
Sigma Planning Corp's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Sigma Planning Corp held 322,719.00 shares of iShares Core S&P 500 ETF(IVV), totaling $181.34 Mil. This investment constitutes 5.78% of their stock portfolio, and Sigma Planning Corp now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q4. And since then Sigma Planning Corp has made 16 purchases of IVV, at an average price of $342.52, for a total of 660,476.00 shares. In addition, there have been 14 sales at an average price of $394.40 for 337,757.00 shares. Based on historical transaction data and IVV's current price of $623.33, Sigma Planning Corp's estimated gain on his IVV holdings is $108.14 Mil, reflecting a 47.80% gain to date.
Sigma Planning Corp IVV ($623.33) Holding Chart
Sigma Planning Corp IVV ($623.33) 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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