Dakota Wealth Management IVV Holdings History
Dakota Wealth Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Dakota Wealth Management held 269,665.00 shares of iShares Core S&P 500 ETF(IVV), totaling $167.44 Mil. This investment constitutes 3.53% of their stock portfolio, and Dakota Wealth Management now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Dakota Wealth Management has made 19 purchases of IVV, at an average price of $419.49, for a total of 284,482.00 shares. In addition, there have been 10 sales at an average price of $435.24 for 14,817.00 shares. Based on historical transaction data and IVV's current price of $630.67, Dakota Wealth Management's estimated gain on his IVV holdings is $57.18 Mil, reflecting a 47.92% gain to date.
Dakota Wealth Management IVV ($630.67) Holding Chart
Dakota Wealth Management 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
