CAPSTONE INVESTMENT ADVISORS, LLC IVV Holdings History
CAPSTONE INVESTMENT ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CAPSTONE INVESTMENT ADVISORS, LLC held 956,191.00 shares of iShares Core S&P 500 ETF(IVV), totaling $537.28 Mil. This investment constitutes 1.51% of their stock portfolio, and CAPSTONE INVESTMENT ADVISORS, LLC now holds 0.1% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q1. And since then CAPSTONE INVESTMENT ADVISORS, LLC has made 3 purchases of IVV, at an average price of $571.57, for a total of 1.93 Mil shares. In addition, there have been 1 sales at an average price of $590.51 for 976,831.00 shares. Based on historical transaction data and IVV's current price of $637.58, CAPSTONE INVESTMENT ADVISORS, LLC's estimated gain on his IVV holdings is $81.61 Mil, reflecting a 7.39% gain to date.
CAPSTONE INVESTMENT ADVISORS, LLC IVV ($637.58) Holding Chart
CAPSTONE INVESTMENT ADVISORS, 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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