DAGCO, INC. IVV Holdings History
Number of Shares
31,348.00
Current Holdings Value*
$17.61 Mil
% of Portfolio
5.7%
Total Estimate Gain
$5.20 Mil
% of Total Estimate Gain
17.28%
DAGCO, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, DAGCO, INC. held 31,348.00 shares of iShares Core S&P 500 ETF(IVV), totaling $17.61 Mil. This investment constitutes 5.7% of their stock portfolio, and DAGCO, INC. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then DAGCO, INC. has made 22 purchases of IVV, at an average price of $443.73, for a total of 67,826.00 shares. In addition, there have been 2 sales at an average price of $431.55 for 36,478.00 shares. Based on historical transaction data and IVV's current price of $623.83, DAGCO, INC.'s estimated gain on his IVV holdings is $5.20 Mil, reflecting a 17.28% gain to date.
DAGCO, INC. IVV ($623.83) Holding Chart
DAGCO, INC. IVV ($623.83) 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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