Number of Shares
147,131.00
Current Holdings Value*
$82.67 Mil
% of Portfolio
15.59%
Total Estimate Gain
$55.67 Mil
% of Total Estimate Gain
84.59%

Chandler Asset Management, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Chandler Asset Management, Inc. held 147,131.00 shares of iShares Core S&P 500 ETF(IVV), totaling $82.67 Mil. This investment constitutes 15.59% of their stock portfolio, and Chandler Asset Management, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then Chandler Asset Management, Inc. has made 14 purchases of IVV, at an average price of $308.99, for a total of 212,980.00 shares. In addition, there have been 12 sales at an average price of $435.61 for 65,849.00 shares. Based on historical transaction data and IVV's current price of $630.67, Chandler Asset Management, Inc.'s estimated gain on his IVV holdings is $55.67 Mil, reflecting a 84.59% gain to date.

Chandler Asset Management, Inc. IVV ($630.67) Holding Chart

Chandler Asset Management, Inc. IVV ($630.67) 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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