CX Institutional IVV Holdings History
CX Institutional's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, CX Institutional held 92,636.00 shares of iShares Core S&P 500 ETF(IVV), totaling $52.05 Mil. This investment constitutes 1.96% of their stock portfolio, and CX Institutional now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then CX Institutional has made 13 purchases of IVV, at an average price of $311.16, for a total of 158,818.00 shares. In addition, there have been 14 sales at an average price of $411.55 for 66,182.00 shares. Based on historical transaction data and IVV's current price of $617.46, CX Institutional's estimated gain on his IVV holdings is $35.02 Mil, reflecting a 70.86% gain to date.
CX Institutional IVV ($617.46) Holding Chart
CX Institutional IVV ($617.46) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
