Cynosure Group, LLC IVV Holdings History

Number of Shares
42,871.00
Current Holdings Value*
$24.09 Mil
% of Portfolio
3.32%
Total Estimate Gain
$10.48 Mil
% of Total Estimate Gain
46.23%

Cynosure Group, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Cynosure Group, LLC held 42,871.00 shares of iShares Core S&P 500 ETF(IVV), totaling $24.09 Mil. This investment constitutes 3.32% of their stock portfolio, and Cynosure Group, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q4. And since then Cynosure Group, LLC has made 8 purchases of IVV, at an average price of $407.90, for a total of 55,564.00 shares. In addition, there have been 15 sales at an average price of $462.21 for 12,693.00 shares. Based on historical transaction data and IVV's current price of $636.22, Cynosure Group, LLC's estimated gain on his IVV holdings is $10.48 Mil, reflecting a 46.23% gain to date.

Cynosure Group, LLC IVV ($636.22) Holding Chart

Cynosure Group, LLC IVV ($636.22) 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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