WALLER FINANCIAL PLANNING GROUP, INC IVV Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 80,202.00 shares of iShares Core S&P 500 ETF(IVV), totaling $49.80 Mil. This investment constitutes 12.04% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC 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 WALLER FINANCIAL PLANNING GROUP, INC has made 20 purchases of IVV, at an average price of $383.92, for a total of 160,069.00 shares. In addition, there have been 6 sales at an average price of $425.29 for 79,867.00 shares. Based on historical transaction data and IVV's current price of $630.67, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his IVV holdings is $23.09 Mil, reflecting a 37.58% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC IVV ($630.67) Holding Chart
WALLER FINANCIAL PLANNING GROUP, INC 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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