Asset Allocation & Management Company, LLC IVV Holdings History
Asset Allocation & Management Company, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Asset Allocation & Management Company, LLC held 16,129.00 shares of iShares Core S&P 500 ETF(IVV), totaling $9.06 Mil. This investment constitutes 4.58% of their stock portfolio, and Asset Allocation & Management Company, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Asset Allocation & Management Company, LLC has made 6 purchases of IVV, at an average price of $321.21, for a total of 127,732.00 shares. In addition, there have been 7 sales at an average price of $361.55 for 111,603.00 shares. Based on historical transaction data and IVV's current price of $617.46, Asset Allocation & Management Company, LLC's estimated gain on his IVV holdings is $9.28 Mil, reflecting a 22.62% gain to date.
Asset Allocation & Management Company, LLC IVV ($617.46) Holding Chart
Asset Allocation & Management Company, LLC IVV ($617.46) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
