Number of Shares
469,212.00
Current Holdings Value*
$263.65 Mil
% of Portfolio
22.58%
Total Estimate Gain
$128.21 Mil
% of Total Estimate Gain
68.26%

Ally Invest Advisors Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Ally Invest Advisors Inc. held 469,212.00 shares of iShares Core S&P 500 ETF(IVV), totaling $263.65 Mil. This investment constitutes 22.58% of their stock portfolio, and Ally Invest Advisors Inc. now holds 0.05% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q4. And since then Ally Invest Advisors Inc. has made 19 purchases of IVV, at an average price of $370.96, for a total of 506,345.00 shares. In addition, there have been 6 sales at an average price of $449.33 for 37,133.00 shares. Based on historical transaction data and IVV's current price of $638.00, Ally Invest Advisors Inc.'s estimated gain on his IVV holdings is $128.21 Mil, reflecting a 68.26% gain to date.

Ally Invest Advisors Inc. IVV ($638.00) Holding Chart

Ally Invest Advisors Inc. IVV ($638.00) 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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