Baldrige Asset Management LLC IVV Holdings History
Baldrige Asset Management LLC's iShares Core S&P 500 ETF Holding Summary
As of 2023-03-31, Baldrige Asset Management LLC held 19,397.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.97 Mil. This investment constitutes 3.27% of their stock portfolio, and Baldrige Asset Management LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q1. And since then Baldrige Asset Management LLC has made 9 purchases of IVV, at an average price of $301.13, for a total of 24,043.00 shares. In addition, there have been 7 sales at an average price of $317.88 for 4,646.00 shares. Based on historical transaction data and IVV's current price of $636.29, Baldrige Asset Management LLC's estimated gain on his IVV holdings is $6.58 Mil, reflecting a 90.86% gain to date.
Baldrige Asset Management LLC IVV ($636.29) Holding Chart
Baldrige Asset Management LLC IVV ($636.29) 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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