Number of Shares
2.17 Mil
Current Holdings Value*
$1.22 Bil
% of Portfolio
2.36%
Total Estimate Gain
$361.91 Mil
% of Total Estimate Gain
32.47%

Cetera Investment Advisers's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Cetera Investment Advisers held 2.17 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $1.22 Bil. This investment constitutes 2.36% of their stock portfolio, and Cetera Investment Advisers now holds 0.22% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then Cetera Investment Advisers has made 23 purchases of IVV, at an average price of $455.18, for a total of 2.45 Mil shares. In addition, there have been 5 sales at an average price of $514.36 for 281,725.00 shares. Based on historical transaction data and IVV's current price of $614.50, Cetera Investment Advisers's estimated gain on his IVV holdings is $361.91 Mil, reflecting a 32.47% gain to date.

Cetera Investment Advisers IVV ($614.50) Holding Chart

Cetera Investment Advisers IVV ($614.50) 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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