Stonebridge Financial Planning Group, LLC IVV Holdings History
Stonebridge Financial Planning Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 9,769.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.49 Mil. This investment constitutes 2.51% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Stonebridge Financial Planning Group, LLC has made 6 purchases of IVV, at an average price of $317.74, for a total of 13,443.00 shares. In addition, there have been 15 sales at an average price of $436.22 for 3,674.00 shares. Based on historical transaction data and IVV's current price of $630.16, Stonebridge Financial Planning Group, LLC's estimated gain on his IVV holdings is $3.49 Mil, reflecting a 81.65% gain to date.
Stonebridge Financial Planning Group, LLC IVV ($630.16) Holding Chart
Stonebridge Financial Planning Group, LLC IVV ($630.16) 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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