AlTi Global, Inc. IVV Holdings History

Number of Shares
24,730.00
Current Holdings Value*
$13.90 Mil
% of Portfolio
0.36%
Total Estimate Gain
$7.43 Mil
% of Total Estimate Gain
30.91%

AlTi Global, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, AlTi Global, Inc. held 24,730.00 shares of iShares Core S&P 500 ETF(IVV), totaling $13.90 Mil. This investment constitutes 0.36% of their stock portfolio, and AlTi Global, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q4. And since then AlTi Global, Inc. has made 2 purchases of IVV, at an average price of $465.14, for a total of 51,719.00 shares. In addition, there have been 3 sales at an average price of $587.95 for 26,989.00 shares. Based on historical transaction data and IVV's current price of $631.74, AlTi Global, Inc.'s estimated gain on his IVV holdings is $7.43 Mil, reflecting a 30.91% gain to date.

AlTi Global, Inc. IVV ($631.74) Holding Chart

AlTi Global, Inc. IVV ($631.74) 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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