ALESCO ADVISORS LLC IVV Holdings History
ALESCO ADVISORS LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, ALESCO ADVISORS LLC held 1.30 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $730.71 Mil. This investment constitutes 22.93% of their stock portfolio, and ALESCO ADVISORS LLC now holds 0.13% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then ALESCO ADVISORS LLC has made 18 purchases of IVV, at an average price of $227.42, for a total of 1.88 Mil shares. In addition, there have been 19 sales at an average price of $387.10 for 583,767.00 shares. Based on historical transaction data and IVV's current price of $620.90, ALESCO ADVISORS LLC's estimated gain on his IVV holdings is $604.91 Mil, reflecting a 141.17% gain to date.
ALESCO ADVISORS LLC IVV ($620.90) Holding Chart
ALESCO ADVISORS LLC IVV ($620.90) 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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