ASSETMARK, INC IVV Holdings History
ASSETMARK, INC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, ASSETMARK, INC held 103,716.00 shares of iShares Core S&P 500 ETF(IVV), totaling $58.28 Mil. This investment constitutes 0.16% of their stock portfolio, and ASSETMARK, INC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then ASSETMARK, INC has made 20 purchases of IVV, at an average price of $441.64, for a total of 3.58 Mil shares. In addition, there have been 15 sales at an average price of $468.16 for 3.48 Mil shares. Based on historical transaction data and IVV's current price of $627.74, ASSETMARK, INC's estimated gain on his IVV holdings is $111.48 Mil, reflecting a 7.05% gain to date.
ASSETMARK, INC IVV ($627.74) Holding Chart
ASSETMARK, INC IVV ($627.74) 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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