Advanced Asset Management Advisors Inc IVV Holdings History
Advanced Asset Management Advisors Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Advanced Asset Management Advisors Inc held 69,200.00 shares of iShares Core S&P 500 ETF(IVV), totaling $38.88 Mil. This investment constitutes 10.69% of their stock portfolio, and Advanced Asset Management Advisors Inc now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Advanced Asset Management Advisors Inc has made 7 purchases of IVV, at an average price of $272.18, for a total of 101,687.00 shares. In addition, there have been 6 sales at an average price of $292.58 for 32,487.00 shares. Based on historical transaction data and IVV's current price of $614.08, Advanced Asset Management Advisors Inc's estimated gain on his IVV holdings is $24.32 Mil, reflecting a 87.88% gain to date.
Advanced Asset Management Advisors Inc IVV ($614.08) Holding Chart
Advanced Asset Management Advisors Inc IVV ($614.08) 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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