Asset Management Group, Inc. IVV Holdings History
Asset Management Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Asset Management Group, Inc. held 30,783.00 shares of iShares Core S&P 500 ETF(IVV), totaling $17.30 Mil. This investment constitutes 3.2% of their stock portfolio, and Asset Management Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Asset Management Group, Inc. has made 23 purchases of IVV, at an average price of $269.57, for a total of 34,150.00 shares. In addition, there have been 11 sales at an average price of $398.09 for 3,367.00 shares. Based on historical transaction data and IVV's current price of $614.76, Asset Management Group, Inc.'s estimated gain on his IVV holdings is $11.06 Mil, reflecting a 120.12% gain to date.
Asset Management Group, Inc. IVV ($614.76) Holding Chart
Asset Management Group, Inc. IVV ($614.76) 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
