Curi RMB Capital, LLC IVV Holdings History
Curi RMB Capital, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Curi RMB Capital, LLC held 103,687.00 shares of iShares Core S&P 500 ETF(IVV), totaling $58.26 Mil. This investment constitutes 1.44% of their stock portfolio, and Curi RMB Capital, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q2. And since then Curi RMB Capital, LLC has made 13 purchases of IVV, at an average price of $463.47, for a total of 166,014.00 shares. In addition, there have been 22 sales at an average price of $487.93 for 62,327.00 shares. Based on historical transaction data and IVV's current price of $628.17, Curi RMB Capital, LLC's estimated gain on his IVV holdings is $18.60 Mil, reflecting a 24.18% gain to date.
Curi RMB Capital, LLC IVV ($628.17) Holding Chart
Curi RMB Capital, LLC IVV ($628.17) 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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