CERTUITY, LLC IVV Holdings History
CERTUITY, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CERTUITY, LLC held 74,157.00 shares of iShares Core S&P 500 ETF(IVV), totaling $41.58 Mil. This investment constitutes 4.36% of their stock portfolio, and CERTUITY, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then CERTUITY, LLC has made 19 purchases of IVV, at an average price of $482.95, for a total of 124,725.00 shares. In addition, there have been 2 sales at an average price of $538.51 for 50,568.00 shares. Based on historical transaction data and IVV's current price of $630.67, CERTUITY, LLC's estimated gain on his IVV holdings is $13.76 Mil, reflecting a 22.85% gain to date.
CERTUITY, LLC IVV ($630.67) Holding Chart
CERTUITY, LLC IVV ($630.67) 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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