Number of Shares
32,760.00
Current Holdings Value*
$18.41 Mil
% of Portfolio
24.86%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
6.60%

Annie E. Casey Foundation, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Annie E. Casey Foundation, Inc. held 32,760.00 shares of iShares Core S&P 500 ETF(IVV), totaling $18.41 Mil. This investment constitutes 24.86% of their stock portfolio, and Annie E. Casey Foundation, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. And since then Annie E. Casey Foundation, Inc. has made 1 purchases of IVV, at an average price of $591.64, for a total of 32,760.00 shares. Based on historical transaction data and IVV's current price of $630.67, Annie E. Casey Foundation, Inc.'s estimated gain on his IVV holdings is $1.28 Mil, reflecting a 6.60% gain to date.

Annie E. Casey Foundation, Inc. IVV ($630.67) Holding Chart

Annie E. Casey Foundation, Inc. IVV ($630.67) 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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