CSM Advisors, LLC IVV Holdings History
CSM Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CSM Advisors, LLC held - shares of iShares Core S&P 500 ETF(IVV), totaling N/A. This investment constitutes 0% of their stock portfolio, and CSM Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then CSM Advisors, LLC has made 5 purchases of IVV, at an average price of $475.28, for a total of 333,854.00 shares. In addition, there have been 7 sales at an average price of $468.85 for 333,854.00 shares. Based on historical transaction data and IVV's current price of $634.03, CSM Advisors, LLC's estimated gain on his IVV holdings is $-2.15 Mil, reflecting a -1.35% gain to date.
CSM Advisors, LLC IVV ($634.03) Holding Chart
CSM Advisors, LLC IVV ($634.03) 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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