Concorde Asset Management, LLC IVV Holdings History
Concorde Asset Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Concorde Asset Management, LLC held 21,281.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.66 Mil. This investment constitutes 6.28% of their stock portfolio, and Concorde Asset Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q4. And since then Concorde Asset Management, LLC has made 20 purchases of IVV, at an average price of $334.30, for a total of 82,896.00 shares. In addition, there have been 11 sales at an average price of $407.70 for 61,615.00 shares. Based on historical transaction data and IVV's current price of $631.74, Concorde Asset Management, LLC's estimated gain on his IVV holdings is $10.85 Mil, reflecting a 39.16% gain to date.
Concorde Asset Management, LLC IVV ($631.74) Holding Chart
Concorde Asset Management, LLC IVV ($631.74) 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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