Number of Shares
1.03 Mil
Current Holdings Value*
$578.72 Mil
% of Portfolio
1.95%
Total Estimate Gain
$365.24 Mil
% of Total Estimate Gain
94.55%

Cambridge Investment Research Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Cambridge Investment Research Advisors, Inc. held 1.03 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $578.72 Mil. This investment constitutes 1.95% of their stock portfolio, and Cambridge Investment Research Advisors, Inc. now holds 0.1% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2013Q4. And since then Cambridge Investment Research Advisors, Inc. has made 21 purchases of IVV, at an average price of $289.43, for a total of 1.33 Mil shares. In addition, there have been 14 sales at an average price of $346.23 for 304,754.00 shares. Based on historical transaction data and IVV's current price of $627.25, Cambridge Investment Research Advisors, Inc.'s estimated gain on his IVV holdings is $365.24 Mil, reflecting a 94.55% gain to date.

Cambridge Investment Research Advisors, Inc. IVV ($627.25) Holding Chart

Cambridge Investment Research Advisors, Inc. IVV ($627.25) 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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