BALASA DINVERNO & FOLTZ LLC IVV Holdings History
BALASA DINVERNO & FOLTZ LLC's iShares Core S&P 500 ETF Holding Summary
As of 2022-09-30, BALASA DINVERNO & FOLTZ LLC held 160,728.00 shares of iShares Core S&P 500 ETF(IVV), totaling $57.65 Mil. This investment constitutes 3.64% of their stock portfolio, and BALASA DINVERNO & FOLTZ LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then BALASA DINVERNO & FOLTZ LLC has made 3 purchases of IVV, at an average price of $185.27, for a total of 851,999.00 shares. In addition, there have been 23 sales at an average price of $225.98 for 691,271.00 shares. Based on historical transaction data and IVV's current price of $637.58, BALASA DINVERNO & FOLTZ LLC's estimated gain on his IVV holdings is $100.84 Mil, reflecting a 63.88% gain to date.
BALASA DINVERNO & FOLTZ LLC IVV ($637.58) Holding Chart
BALASA DINVERNO & FOLTZ LLC IVV ($637.58) 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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