Diversified Portfolios, Inc. IVV Holdings History
Diversified Portfolios, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Diversified Portfolios, Inc. held 37,722.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.20 Mil. This investment constitutes 2.23% of their stock portfolio, and Diversified Portfolios, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q1. And since then Diversified Portfolios, Inc. has made 11 purchases of IVV, at an average price of $376.67, for a total of 43,826.00 shares. In addition, there have been 16 sales at an average price of $405.60 for 6,104.00 shares. Based on historical transaction data and IVV's current price of $626.44, Diversified Portfolios, Inc.'s estimated gain on his IVV holdings is $9.60 Mil, reflecting a 58.14% gain to date.
Diversified Portfolios, Inc. IVV ($626.44) Holding Chart
Diversified Portfolios, Inc. IVV ($626.44) 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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