Atria Investments, Inc IVV Holdings History
Atria Investments, Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Atria Investments, Inc held 258,883.00 shares of iShares Core S&P 500 ETF(IVV), totaling $145.47 Mil. This investment constitutes 1.86% of their stock portfolio, and Atria Investments, Inc now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Atria Investments, Inc has made 25 purchases of IVV, at an average price of $322.07, for a total of 903,043.00 shares. In addition, there have been 17 sales at an average price of $351.96 for 644,160.00 shares. Based on historical transaction data and IVV's current price of $627.74, Atria Investments, Inc's estimated gain on his IVV holdings is $98.38 Mil, reflecting a 33.83% gain to date.
Atria Investments, Inc IVV ($627.74) Holding Chart
Atria Investments, Inc 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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