CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC IVV Holdings History
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC held 49,097.00 shares of iShares Core S&P 500 ETF(IVV), totaling $27.59 Mil. This investment constitutes 5.65% of their stock portfolio, and CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC has made 2 purchases of IVV, at an average price of $451.49, for a total of 52,071.00 shares. In addition, there have been 2 sales at an average price of $461.71 for 2,974.00 shares. Based on historical transaction data and IVV's current price of $624.99, CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's estimated gain on his IVV holdings is $8.55 Mil, reflecting a 36.36% gain to date.
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC IVV ($624.99) Holding Chart
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC IVV ($624.99) 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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