Cresset Asset Management, LLC IVV Holdings History
Cresset Asset Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Cresset Asset Management, LLC held 2.12 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $1.19 Bil. This investment constitutes 5.94% of their stock portfolio, and Cresset Asset Management, LLC now holds 0.21% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Cresset Asset Management, LLC has made 20 purchases of IVV, at an average price of $425.97, for a total of 3.61 Mil shares. In addition, there have been 5 sales at an average price of $479.03 for 1.49 Mil shares. Based on historical transaction data and IVV's current price of $630.67, Cresset Asset Management, LLC's estimated gain on his IVV holdings is $513.41 Mil, reflecting a 33.35% gain to date.
Cresset Asset Management, LLC IVV ($630.67) Holding Chart
Cresset Asset Management, LLC 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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