DeDora Capital, Inc. IVV Holdings History
DeDora Capital, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, DeDora Capital, Inc. held 34,582.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.43 Mil. This investment constitutes 5.6% of their stock portfolio, and DeDora Capital, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q3. And since then DeDora Capital, Inc. has made 14 purchases of IVV, at an average price of $382.48, for a total of 90,371.00 shares. In addition, there have been 9 sales at an average price of $449.18 for 55,789.00 shares. Based on historical transaction data and IVV's current price of $637.33, DeDora Capital, Inc.'s estimated gain on his IVV holdings is $12.53 Mil, reflecting a 36.26% gain to date.
DeDora Capital, Inc. IVV ($637.33) Holding Chart
DeDora Capital, Inc. IVV ($637.33) 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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