ADE, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, ADE, LLC held 29,894.00 shares of iShares Core S&P 500 ETF(IVV), totaling $16.80 Mil. This investment constitutes 9.68% of their stock portfolio, and ADE, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then ADE, LLC has made 10 purchases of IVV, at an average price of $374.66, for a total of 33,722.00 shares. In addition, there have been 7 sales at an average price of $458.55 for 3,828.00 shares. Based on historical transaction data and IVV's current price of $626.67, ADE, LLC's estimated gain on his IVV holdings is $7.85 Mil, reflecting a 62.17% gain to date.
ADE, LLC IVV ($626.67) Holding Chart
ADE, LLC IVV ($626.67) 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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