Cornerstone Advisors, Inc. IVV Holdings History
Cornerstone Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2020-09-30, Cornerstone Advisors, Inc. held 978,633.00 shares of iShares Core S&P 500 ETF(IVV), totaling $328.88 Mil. This investment constitutes 35.15% of their stock portfolio, and Cornerstone Advisors, Inc. now holds 0.14% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Cornerstone Advisors, Inc. has made 9 purchases of IVV, at an average price of $272.79, for a total of 1.59 Mil shares. In addition, there have been 8 sales at an average price of $305.68 for 609,742.00 shares. Based on historical transaction data and IVV's current price of $623.33, Cornerstone Advisors, Inc.'s estimated gain on his IVV holdings is $363.10 Mil, reflecting a 83.80% gain to date.
Cornerstone Advisors, Inc. IVV ($623.33) Holding Chart
Cornerstone Advisors, Inc. IVV ($623.33) 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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