DeGreen Capital Management LLC IVV Holdings History
DeGreen Capital Management LLC's iShares Core S&P 500 ETF Holding Summary
As of 2021-09-30, DeGreen Capital Management LLC held 138,389.00 shares of iShares Core S&P 500 ETF(IVV), totaling $59.62 Mil. This investment constitutes 19.78% of their stock portfolio, and DeGreen Capital Management LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then DeGreen Capital Management LLC has made 12 purchases of IVV, at an average price of $313.69, for a total of 152,696.00 shares. In addition, there have been 2 sales at an average price of $274.53 for 14,307.00 shares. Based on historical transaction data and IVV's current price of $630.67, DeGreen Capital Management LLC's estimated gain on his IVV holdings is $43.31 Mil, reflecting a 90.41% gain to date.
DeGreen Capital Management LLC IVV ($630.67) Holding Chart
DeGreen Capital Management LLC 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 % | |||
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