Number of Shares
361,284.00
Current Holdings Value*
$203.01 Mil
% of Portfolio
7.89%
Total Estimate Gain
$100.92 Mil
% of Total Estimate Gain
64.38%

Analyst IMS Investment Management Services Ltd.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Analyst IMS Investment Management Services Ltd. held 361,284.00 shares of iShares Core S&P 500 ETF(IVV), totaling $203.01 Mil. This investment constitutes 7.89% of their stock portfolio, and Analyst IMS Investment Management Services Ltd. now holds 0.04% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2015Q1. And since then Analyst IMS Investment Management Services Ltd. has made 21 purchases of IVV, at an average price of $365.73, for a total of 428,588.00 shares. In addition, there have been 6 sales at an average price of $458.72 for 67,304.00 shares. Based on historical transaction data and IVV's current price of $627.74, Analyst IMS Investment Management Services Ltd.'s estimated gain on his IVV holdings is $100.92 Mil, reflecting a 64.38% gain to date.

Analyst IMS Investment Management Services Ltd. IVV ($627.74) Holding Chart

Analyst IMS Investment Management Services Ltd. 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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