Cetera Investment Advisers IVV Holdings History
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 % |
Top Ranked Articles
- 1