Diversified Balanced Adaptive Allocation Account IVV Holdings History
Diversified Balanced Adaptive Allocation Account's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Diversified Balanced Adaptive Allocation Account held 46,594.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.18 Mil. This investment constitutes 100% of their stock portfolio, and Diversified Balanced Adaptive Allocation Account now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q3. And since then Diversified Balanced Adaptive Allocation Account has made 8 purchases of IVV, at an average price of $350.41, for a total of 293,239.00 shares. In addition, there have been 10 sales at an average price of $417.62 for 246,645.00 shares. Based on historical transaction data and IVV's current price of $634.05, Diversified Balanced Adaptive Allocation Account's estimated gain on his IVV holdings is $29.79 Mil, reflecting a 29.00% gain to date.
Diversified Balanced Adaptive Allocation Account IVV ($634.05) Holding Chart
Diversified Balanced Adaptive Allocation Account IVV ($634.05) 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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