Callan Capital, LLC IVV Holdings History
Callan Capital, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Callan Capital, LLC held 14,069.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.91 Mil. This investment constitutes 0.58% of their stock portfolio, and Callan Capital, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q3. And since then Callan Capital, LLC has made 11 purchases of IVV, at an average price of $444.42, for a total of 27,320.00 shares. In addition, there have been 6 sales at an average price of $485.06 for 13,251.00 shares. Based on historical transaction data and IVV's current price of $631.74, Callan Capital, LLC's estimated gain on his IVV holdings is $3.17 Mil, reflecting a 26.14% gain to date.
Callan Capital, LLC IVV ($631.74) Holding Chart
Callan Capital, LLC IVV ($631.74) 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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