COLDSTREAM CAPITAL MANAGEMENT INC IVV Holdings History
COLDSTREAM CAPITAL MANAGEMENT INC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, COLDSTREAM CAPITAL MANAGEMENT INC held 764,615.00 shares of iShares Core S&P 500 ETF(IVV), totaling $429.64 Mil. This investment constitutes 9.15% of their stock portfolio, and COLDSTREAM CAPITAL MANAGEMENT INC now holds 0.08% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then COLDSTREAM CAPITAL MANAGEMENT INC has made 21 purchases of IVV, at an average price of $354.74, for a total of 936,298.00 shares. In addition, there have been 13 sales at an average price of $377.69 for 171,683.00 shares. Based on historical transaction data and IVV's current price of $630.67, COLDSTREAM CAPITAL MANAGEMENT INC's estimated gain on his IVV holdings is $214.92 Mil, reflecting a 64.71% gain to date.
COLDSTREAM CAPITAL MANAGEMENT INC IVV ($630.67) Holding Chart
COLDSTREAM CAPITAL MANAGEMENT INC 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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