Catalina Capital Group, LLC IVV Holdings History
Catalina Capital Group, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Catalina Capital Group, LLC held 10,704.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.65 Mil. This investment constitutes 4.4% of their stock portfolio, and Catalina Capital Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Catalina Capital Group, LLC has made 5 purchases of IVV, at an average price of $481.02, for a total of 12,625.00 shares. In addition, there have been 1 sales at an average price of $590.51 for 1,921.00 shares. Based on historical transaction data and IVV's current price of $633.79, Catalina Capital Group, LLC's estimated gain on his IVV holdings is $1.85 Mil, reflecting a 30.39% gain to date.
Catalina Capital Group, LLC IVV ($633.79) Holding Chart
Catalina Capital Group, LLC IVV ($633.79) 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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