Crescent Grove Advisors, LLC IVV Holdings History
Crescent Grove Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Crescent Grove Advisors, LLC held 103,993.00 shares of iShares Core S&P 500 ETF(IVV), totaling $58.43 Mil. This investment constitutes 6.09% of their stock portfolio, and Crescent Grove Advisors, LLC 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 Crescent Grove Advisors, LLC has made 22 purchases of IVV, at an average price of $367.77, for a total of 134,543.00 shares. In addition, there have been 6 sales at an average price of $409.76 for 30,550.00 shares. Based on historical transaction data and IVV's current price of $631.74, Crescent Grove Advisors, LLC's estimated gain on his IVV holdings is $28.73 Mil, reflecting a 58.07% gain to date.
Crescent Grove Advisors, LLC IVV ($631.74) Holding Chart
Crescent Grove Advisors, 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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