Chevy Chase Trust Holdings, LLC IVV Holdings History
Chevy Chase Trust Holdings, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Chevy Chase Trust Holdings, LLC held 185,201.00 shares of iShares Core S&P 500 ETF(IVV), totaling $104.06 Mil. This investment constitutes 0.33% of their stock portfolio, and Chevy Chase Trust Holdings, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Chevy Chase Trust Holdings, LLC has made 14 purchases of IVV, at an average price of $342.77, for a total of 1.20 Mil shares. In addition, there have been 23 sales at an average price of $352.91 for 1.02 Mil shares. Based on historical transaction data and IVV's current price of $614.76, Chevy Chase Trust Holdings, LLC's estimated gain on his IVV holdings is $60.68 Mil, reflecting a 14.74% gain to date.
Chevy Chase Trust Holdings, LLC IVV ($614.76) Holding Chart
Chevy Chase Trust Holdings, LLC IVV ($614.76) 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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