David J Yvars Group IVV Holdings History
David J Yvars Group's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, David J Yvars Group held 55,528.00 shares of iShares Core S&P 500 ETF(IVV), totaling $31.20 Mil. This investment constitutes 24.55% of their stock portfolio, and David J Yvars Group now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then David J Yvars Group has made 8 purchases of IVV, at an average price of $379.13, for a total of 63,356.00 shares. In addition, there have been 8 sales at an average price of $438.68 for 7,828.00 shares. Based on historical transaction data and IVV's current price of $617.46, David J Yvars Group's estimated gain on his IVV holdings is $13.70 Mil, reflecting a 57.04% gain to date.
David J Yvars Group IVV ($617.46) Holding Chart
David J Yvars Group IVV ($617.46) 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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