CAPTRUST FINANCIAL ADVISORS IVV Holdings History
CAPTRUST FINANCIAL ADVISORS's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 3.68 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $2.07 Bil. This investment constitutes 5.18% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 0.37% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then CAPTRUST FINANCIAL ADVISORS has made 26 purchases of IVV, at an average price of $465.92, for a total of 6.42 Mil shares. In addition, there have been 10 sales at an average price of $476.71 for 2.74 Mil shares. Based on historical transaction data and IVV's current price of $630.93, CAPTRUST FINANCIAL ADVISORS's estimated gain on his IVV holdings is $636.35 Mil, reflecting a 21.28% gain to date.
CAPTRUST FINANCIAL ADVISORS IVV ($630.93) Holding Chart
CAPTRUST FINANCIAL ADVISORS IVV ($630.93) 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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